Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Pucci jr is a financial advisor who has been in the industry since 2005. Joseph is currently registered with William Blair. Joseph has previously worked at Sanford C. Bernstein & Co., LLC. and American Skandia Marketing, INC. Joseph holds the following licenses: Series 6, Series 7, Series 26, Series 31, Series 66 and SIE. Joseph is registered in 21 states and has specializations in 1, 4, 5, 6, and 10.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
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
IL
05/12/2021 - Present
William Blair (CHICAGO IL)
NY
05/11/2006 - 11/16/2018
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
CT
09/24/2002 - 01/02/2004
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BOTH
Issued 04/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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