Unclaimed
Joseph A. Blando is a financial advisor with Four Points Capital Partners LLC in New York, NY. Joseph has over 20 years of experience in the financial services industry. He began his career at Neuberger Berman, LLC in 1997 and has since worked at several other firms including Wilshire Associates Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Pickwick Capital Partners, LLC. Joseph holds Series 7, 63, 65, and 82TO licenses and is registered with the FINRA and the state of New York. He specializes in helping investors manage their investments and reach their financial goals.
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.
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.
1
2
NY
05/27/2021 - Present
Four Points Capital Partners LLC (NEW YORK NY)
NY
03/04/2019 - 05/10/2021
PICKWICK CAPITAL PARTNERS, LLC (New York NY)
NY
02/03/2005 - 04/10/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
10/08/1999 - 09/07/2001
WILSHIRE ASSOCIATES INCORPORATED (SANTA MONICA CA)
NY
06/18/1997 - 04/20/1999
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
08/03/1993 - 06/17/1997
ABEL/NOSER CORP. (NEW YORK NY)
NY
05/05/1993 - 05/28/1993
PRIME CHARTER LTD. (NEW YORK NY)
BC
Issued 01/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/22/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Blando is the right advisor for you? Invested Better is here to help.