Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joey? Claim Your ProfileJoey Edward Hatzfeld is a financial advisor with Cambridge Investment Research Advisors, Inc. in Hauppauge, NY. Joey is also an independent insurance agent. Joey has over 30 years of experience in the financial services industry, and he is committed to providing clients with personalized financial advice and guidance. Joey is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 63 securities licenses as well as the Series 65 investment advisor license. Joey has previously worked at LPL Financial LLC, American Portfolios Financial Services, Inc., and other firms.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
08/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Daytona FL)
NY
05/26/2021 - 08/09/2024
LPL FINANCIAL LLC (HAUPPAUGE NY)
NY
08/31/2012 - 05/27/2021
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
05/02/2006 - 09/05/2012
PURSHE KAPLAN STERLING INVESTMENTS (HAUPPAUGE NY)
NY
05/03/1999 - 03/29/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/19/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
11/29/1990 - 02/08/1993
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
11/29/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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