Joseph PrestigiacomoCRD 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]
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Axa Advisors, LLC||New York, NY||Jul 2012 - Current||5|
|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|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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