Joseph Continelli (CRD# 7010796) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Winter Garden, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Managaement, LLC | Topeka, KS | May 2023 - Current | 1 |
| Madison Avenue Securities | San Diego, CA | May 2023 - Current | 1 |
| The Lifewealth Group | Winter Garden, FL | Aug 2021 - Current | 2 |
| Bank Of America | Gainesville, FL | Sep 2019 - Aug 2021 | 1 |
| Td Ameritrade | Gainesville, FL | Aug 2018 - Aug 2019 | 1 |
| Chick-fila | Orlando, FL | Jul 2014 - Jun 2018 | 3 |
| Student | Winter Garden, FL | May 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- FL
-
Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
-
Average Account Value$97,668
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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