Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanmarie? Claim Your ProfileJoanmarie Pusateri is a financial professional with over 30 years of experience in the industry. Joanmarie is currently registered with Oppenheimer & Co. Inc., located in Melville, NY. Previously, Joanmarie was employed at AST Investor Services LLC and Gleacher & Company Securities, Inc. Joanmarie is licensed to conduct securities business in all 50 states and the District of Columbia. Joanmarie is also a Municipal Advisor Representative and holds the Series 7, 63, and 50 licenses. Joanmarie specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Joanmarie also provides financial planning and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/27/2015 - Present
Oppenheimer & Co. Inc. (MELVILLE NY)
NY
03/20/2013 - 07/06/2015
AST INVESTOR SERVICES LLC (NEW YORK NY)
NY
01/08/2009 - 02/03/2012
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
07/07/1986 - 10/02/2008
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NA
04/19/1984 - 07/09/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/20/1986 - 07/03/1986
DEAN WITTER REYNOLDS INC.
BC
Issued 06/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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