Joseph VenturaCRD Number: 1449623
Current Firm: Eden Advisory Services, LLC
Joseph Ventura (CRD# 1449623) is an Investment Advisor Representative working at Eden Advisory Services, LLC in Loudonville, NY and has over 36 years of experience in the finance industry.
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
Pks Advisory Services, LLC
|Cfd Investments Inc.||Kokomo, IN||Jan 2013 - Current||9|
|Creative Financial Designs Inc.||Kokomo, IN||Jan 2013 - Current||9|
|All Square Wealth Mgmt||Cohoes, NY||Mar 2011 - Nov 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
|S65||NASAA Investment Advisors Law Examination||Feb 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management21MILLIONS
Total Number of Accounts100ACCOUNTS
Average Account Value$212,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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