Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Catanzarite is a financial advisor with Harbour Investments, Inc. Joseph has over 18 years of experience in the financial services industry. Joseph has a Series 6, 7, and 63 securities license. Joseph is also a Certified Financial Planner. Joseph is registered in Arizona, California, Indiana, Michigan, North Carolina, Ohio, and Texas. Joseph provides financial planning, investment management, and selection of other advisors services. Joseph also provides other business services including insurance sales.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
IN
11/09/2012 - Present
Harbour Investments, Inc. (SOUTH BEND IN)
IN
06/01/2012 - 12/03/2012
LINCOLN INVESTMENT (SOUTH BEND IN)
IN
01/17/2006 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SOUTH BEND IN)
IL
07/06/2005 - 01/10/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/28/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/23/2004 - 12/31/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 01/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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