Joseph Giangiulio, CPA, PFS, CFP

Experience

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  Joseph Giangiulio,CPA/PFS, CFP

  Jan 1982 - now

  Certified Public Accountant

  Tax Planning & Preparation

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  Financial Network Investment Corporation, Member SIPC

  Jul 1983 - Dec 1989

  Registered Representative

  Helping clients create, grow and preserve assets in the most tax efficient method available.

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  Financial Network Investment Corporation

  Jan 1989 - Dec 2003

  Branch Manager
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  NettWorth Financial Group

  Jan 2004 - now

  Personal Financial Specialist(PFS) and Certified Financial Planner(CFP)

  Financial planning, Asset management and tax planning. Clients include executives and retirees from American Airlines, Texas Instruments, AT&T, Verizon, Communication Workers of America and the Allied Pilots Association.Joseph Giangiulio, CPA/PFS, CFP also offers Tax Preparation and Insurance services including fixed annuities, life insurance and long term care, separate from Cambridge Investment Research. “Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. NettWorth Financial Group is a marketing name used by independent financial professionals. NettWorth Financial Group and Cambridge are not affiliated.” “Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of information provided at these websites. "which we cannot verify completeness or accuracy of information provided at these websites.”This communication is intended for individuals residing in the states of AR, AZ, CA,, CT, FL, IN, LA, MI, MN, MO, MS, NC, NJ, NV, OK, PA, SC, TN, TX, VA, WA . No offers may be made or accepted from any resident outside the specific state(s) referenced. Show less

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  FSC Securities

  Jan 2004 - Oct 2019

  Registered Representative

  Helping clients create, grow and preserve assets in the most tax efficient method available.

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  Cambridge Investment Research, Inc.

  Oct 2019 - now

  Registered Representative

  Helping clients create, grow and preserve assets in the most tax efficient method available. “Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. NettWorth Financial Group is a marketing name used by independent financial professionals. NettWorth Financial Group and Cambridge are not affiliated.”“Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of information provided at these websites.” Show less