Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Digiovanni is a financial advisor currently working at Avantax Advisory Services. Sam Digiovanni is also registered with Avantax Planning Partners, Inc. Sam Digiovanni holds licenses in both New Jersey and Texas. Sam Digiovanni has been active in the financial industry since May 2021. Sam Digiovanni is located in Ringoes, New Jersey, with additional office locations in Dallas, Texas and Dubuque, Iowa. Prior to joining Avantax Advisory Services and Avantax Planning Partners, Inc., Sam Digiovanni worked at Equitable Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NJ
12/02/2021 - Present
Avantax Advisory Services (Ringoes NJ)
NJ
01/12/2021 - 08/12/2021
EQUITABLE ADVISORS, LLC (MORRISTOWN NJ)
BOTH
Issued 04/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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