Joseph Ochotny is a PFS-designated registered investment advisor, based in Lansdale, PA, with 27 years of industry experience.
Location
1816 West Point Pike, Suite 122, Lansdale, PA, 19446
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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 represents Equity Indexed Annuities through Avantax and is a board member for Meghan's Foundation, a non-profit. He also owns rental properties, runs a tax preparation/accounting business, manages Jet Trading, LTD, and operates Harmony Wealth Management as a DBA for Avantax activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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