Joshua Gacioch (CRD# 5829616) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vestal, NY and has over 8 years of experience in the finance industry.
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4286870
Lesko Securities, Inc.
CRD# 6348734
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Vestal, NY | Jan 2022 - Current | 2 |
| Pruco Securities, LLC | Vestal, NY | Jan 2022 - Current | 2 |
| Ameriprise Financial Services, Inc. | Vestal, NY | Jul 2010 - Dec 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- NY
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Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- 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
- 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, 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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