Unclaimed
Joseph Miraglia is an investment advisor representative with Citigroup Global Markets Inc. in New York, NY, and has been in the industry since 2009. Joseph has been a Registered Representative and Investment Advisor Representative in both New Jersey and New York. Previously, Joseph has been an advisor with MORGAN STANLEY in Purchase, NY, and FINANCIAL NETWORK INVESTMENT CORPORATION in Teaneck, NJ. Joseph has passed the Series 7, Series 63, Series 66 and SIE exams. The firm primarily focuses on investments for high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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 advice
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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
06/16/2010 - 12/11/2014
MORGAN STANLEY (PURCHASE NY)
NJ
02/04/2009 - 06/15/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (TEANECK NJ)
BOTH
Issued 01/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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