Joseph Checchio is a registered investment advisor, based in Cherry Hill, NJ, with 35 years of industry experience.
Location
1820 Chapel Avenue W, Suite 308, Cherry Hill, NJ, 08002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is affiliated with Avantax Insurance Agency selling equity indexed annuities, dedicating about 10-20% of his time. He also works as a public accountant and tax preparer, spending about half his time on this, and is an independent insurance agent, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
Pml Securities CompanyBroker
State Registrations6 states
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