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 Karcutskie is an investment advisor representative who has been active in the financial industry since 1998. Joseph is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to offer investment advice in Pennsylvania. Joseph has previously worked at Wells Fargo Clearing Services, LLC and Stifel, Nicolaus & Company, Incorporated. In addition to offering investment advice, Joseph is also able to provide portfolio management for individuals and businesses, as well as pension consulting. Joseph is dedicated to helping clients achieve 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
03/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILKES BARRE PA)
PA
05/13/2011 - 02/18/2021
WELLS FARGO CLEARING SERVICES, LLC (CLARKS SUMMIT PA)
PA
09/25/2009 - 05/16/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WILKES-BARRE PA)
PA
09/14/1998 - 09/25/2009
UBS FINANCIAL SERVICES INC. (PLAINS PA)
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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