JS
CFP · ChFC
JS
CFP · ChFC

Joseph Saskiewicz

45 Years of Experience
Holland, PA
BrokerSells Insurance

Joseph Saskiewicz is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Holland, PA, with 45 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

209 Woodlake Drive, Holland, PA, 18966

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joseph is involved with St Andrew Church's finance committee and owns Saskiewicz and Associates, preparing income tax returns. He is also an independent insurance agent selling fixed insurance products, dedicating about a quarter of his time, and an IAR providing financial planning and marketing securities and variable annuities, dedicating about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2006 - June 2021 · 15 yrs 5 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
September 1996 - January 2004 · 7 yrs 4 mos
Philadelphia Life Asset Planning CompanyBroker
August 1980 - September 1996 · 16 yrs 1 mo
State Registrations15 states
CACTDEFLKYMAMIMONCNJPASCVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joseph Saskiewicz - Financial Advisor | TrueAdvisor