Joseph Ambrosia (CRD# 2646777) is an Investment Advisor Representative working at Avantax Advisory Services in Elizabeth, IL and has over 28 years of experience in the finance industry.
CRD# 4638956
Empower Advisory Group, LLC
CRD# 5103781
Investments By Design, Inc.
CRD# 4460039
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Elizabeth, IL | Jan 2017 - Current | 7 |
| Elizabeth Nursing Home | Elizabeth, IL | Jun 2015 - Current | 8 |
| Avantax Investment Services, Inc. | Elizabeth, IL | Jul 1995 - Current | 28 |
| Joeambrosia/self Employed | Elizabeth, IL | Jun 1982 - Current | 41 |
| Regional Office Of Education 08 | Freeport, IL | Feb 2014 - Dec 2018 | 4 |
| Galena School District | Galena, IL | Jan 2014 - Feb 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- IL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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