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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A. Raieta is an investment advisor representative associated with Snowden Capital Advisors LLC. Joseph is registered with the state of Maryland as an investment advisor representative. The advisor has a series 65 and series 63 license. Joseph has been in the industry since 2005, starting their career with Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to Snowden Capital Advisors LLC, Joseph has also worked with ICON SECURITIES, LLC, ICON SECURITIES CORP, HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C., BLACKROCK INVESTMENTS, INC., WALLSTREET ELECTRONICA, INC. and MAX INTERNATIONAL BROKER/DEALER CORP.
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.
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.
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2
NY
11/09/2017 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NY
01/28/2014 - 02/09/2015
ICON SECURITIES, LLC (NEW YORK NY)
NY
03/07/2011 - 12/17/2012
ICON SECURITIES CORP (NEW YORK NY)
NJ
08/20/2010 - 03/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
07/14/2009 - 03/26/2010
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (BERWYN PA)
NJ
11/15/2006 - 04/03/2009
BLACKROCK INVESTMENTS, INC. (PLAINSBORO NJ)
NY
02/28/2006 - 10/10/2006
WALLSTREET ELECTRONICA, INC. (NEW YORK NY)
NY
07/20/2005 - 02/27/2006
MAX INTERNATIONAL BROKER/DEALER CORP. (NEW YORK NY)
IA
Issued 01/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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