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. Fantozzi is a financial advisor registered with MML Investors Services, LLC and has been in the industry since December 2020. Joseph is licensed to provide investment advice in 53 states and holds a Series 66 license, as well as Series 53, Series 24, Series 52TO, Series 7TO, and SIE licenses. Joseph has a strong track record of providing financial planning and portfolio management services to individuals, businesses, and trusts. Joseph also specializes in pension consulting and asset allocation programs.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NJ
01/21/2022 - Present
MML Investors Services, LLC (Warren NJ)
BOTH
Issued 05/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/2021
Series 24 - General Securities Principal Examination
BC
Issued 11/05/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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