Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmine? Claim Your ProfileCarmine Joseph Passante is a financial advisor with over 20 years of experience in the industry. Carmine has held various roles at several firms, including Legend Equities Corporation, National Securities Corporation, Prime Capital Services, Inc., and Chase Investment Services Corp., before joining Osaic Wealth, Inc. in 2024. Carmine is a registered investment advisor and holds the Series 63, Series 65, and Series 7 licenses. Carmine offers various financial planning and investment advisory services to individuals, businesses, and institutions. Carmine is a licensed insurance agent and manages family investment real estate.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
10/21/2014 - 08/17/2016
LEGEND EQUITIES CORPORATION (Astoria NY)
NY
11/22/2013 - 10/14/2014
NATIONAL SECURITIES CORPORATION (ASTORIA NY)
NY
10/19/2010 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (ASTORIA NY)
NY
03/20/2008 - 10/12/2010
CHASE INVESTMENT SERVICES CORP. (HOWARD BEACH NY)
NY
04/29/2004 - 03/20/2008
GUNNALLEN FINANCIAL, INC (FARMINGDALE NY)
NY
01/09/2003 - 04/28/2004
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
01/07/2003 - 01/13/2003
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
CA
08/14/2002 - 01/09/2003
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
05/22/2001 - 08/07/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
04/09/2001 - 05/18/2001
GBI CAPITAL PARTNERS INC. (BETHPAGE NY)
NY
08/10/2000 - 03/29/2001
DELTA ASSET MANAGEMENT COMPANY, LLC (MINEOLA NY)
FL
04/14/2000 - 09/19/2000
ARGUS SECURITIES, INC. (HALLANDALE FL)
IA
Issued 07/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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