Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A Belcastro is a financial advisor at LPL Financial LLC. Joseph has been in the industry since 2008. Joseph specializes in providing financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. Prior to joining LPL, Joseph was a financial advisor at J.P. Morgan Securities LLC and Chase Investment Services Corp. Joseph is registered with the state of Ohio and Indiana as a registered representative and investment advisor. Joseph is also registered with FINRA. Joseph is committed to providing his clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory services
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.
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2
OH
03/21/2023 - Present
LPL Financial LLC (DEFIANCE OH)
IN
10/01/2012 - 09/12/2021
J.P. MORGAN SECURITIES LLC (FORT WAYNE IN)
FL
02/27/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ST PETE BEACH FL)
IA
Issued 02/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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