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. Siragusa is a financial advisor at Fidelity Personal AND Workplace Advisors. Joseph is licensed in Tennessee and Texas. Joseph has over 20 years of experience in the industry. Joseph's current office location is in Knoxville, Tennessee. Joseph is a Series 66, Series 7, Series 9, Series 10 and SIE licensed advisor. Joseph also has experience in estate planning. Joseph has 4 approved registrations: 2 state-level and 2 with FINRA. Joseph's current employer, Fidelity Personal And Workplace Advisors has over 7979 employees who are licensed agents. Fidelity Personal And Workplace Advisors has over $1 billion - $10 billion in assets under management.
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.
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.
1
2
TN
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (KNOXVILLE TN)
BOTH
Issued 04/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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