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Joseph S
Series 63, Series 65
Delafield, WI
Nest Egg
Joseph Salomone is a financial advisor at Nest Egg with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bankers' Bank, LPL Financial, and Invest Financial Corp. Outside of his advisory role, he is involved with Salomone Associates LLC, where he provides consulting services for bank and credit union programs. Nest Egg delivers discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans primarily through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate and rebalance portfolios, focusing on ETFs, mutual funds, annuities, and 401(k) solutions.
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