Joseph Prestigiacomo, financial advisor Rochester NY
97 score

Joseph Prestigiacomo

CRD Number: 5882506
Current Firm: Axa Advisors, LLC

I am a committed financial professional and Vice President at AXA Advisors LLC, focusing on helping my clients achieve success in reaching their goals. Planning the financial future of yourself, your family, your small business or your corporation may be intimidating. I can help.

As Vice President, I have grown my practice by diligently assisting individuals with their retirement planning, asset management and asset protection. Everyone has unique financial goals. Using my extensive knowledge and experience in financial planning, I am able to find the appropriate life insurance, retirement plan, college savings plan or estate plan that will suit your financial situation.

I hold my Life, Accident and Health License, Series 7, Series 66 and Series 24 License.

If you have any questions, would like to schedule an appointment, or if you are a motivated, entrepreneurial hard worker with interest in joining my team of associates, please contact me. My direct office line is 585-475-8426, or you may email me at [email protected]

Similar Advisors
H. Robert Bradley, financial advisor Rochester NY
H. Robert Bradley
CRD# 3081250
Wall Street Financial Group, Inc.
Score
103
Similar Advisors
Adam Morgan, financial advisor Rochester NY
Adam Morgan
CRD# 5473273
American Portfolios Advisors, Inc.
Score
100
Similar Advisors
Connor Holly, financial advisor Rochester NY
Connor B. Holly
CRD# 5887021
Sage, Rutty & Company, Inc.
Score
97
Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jul 2012 - Current 4
Ap Plumbing Rochester, NY Jun 2008 - Jul 2012 4
St. John Fisher College Rochester, NY Sep 2008 - Dec 2011 3
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jun 2012
S66 NASAA Uniform Combined State Law Examination Aug 2012
S24 General Securities Principal Examination (GP) Jun 2015
Contact Info for Joseph A. Prestigiacomo
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Joseph Prestigiacomo and other advisors.
BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.