Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Ann Mallozzi is a financial advisor with Avantax Advisory Services. Veronica has been in the financial services industry since 1999. Veronica is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, Series 7, and SIE licenses. Veronica has a background in accounting and tax preparation and is a partner in the firm Mallozzi & Dwyer CPAs PC. Veronica is also registered to provide investment advisory services in Delaware, Florida, New Jersey, New York, South Carolina, and Texas.
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
NY
08/21/2021 - Present
Avantax Advisory Services (Garden City NY)
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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