Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Genzardi is a financial advisor with Wealthpenn.comllc. Joseph has been in the financial services industry since 1987. Joseph is registered with the state of Connecticut as an Investment Advisor Representative (IAR) and with the state of New York as an IAR and Broker-Dealer Representative. Joseph also holds several professional designations, including Series 7, Series 10, Series 24, Series 31, and Series 63. Joseph has a strong background in providing financial advice to individuals, families, and businesses. Joseph is committed to providing personalized service and 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.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/05/2020 - Present
Wealthpenn.comllc (New York NY)
NY
06/11/2009 - 06/20/2019
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
01/15/2003 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/18/1997 - 02/05/2003
AMERICA FIRST ASSOCIATES CORP. (STEWART MANOR NY)
CT
06/21/1995 - 04/15/1997
BROOKEHILL EQUITIES, INC. (WESTPORT CT)
NY
12/11/1992 - 06/16/1995
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
08/20/1991 - 12/24/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/04/1991 - 09/10/1991
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NA
05/05/1989 - 02/05/1991
GLOBAL AMERICA INCORPORATED
NA
09/22/1987 - 05/08/1989
D. H. BLAIR & CO., INC.
IA
Issued 8/9/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/5/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/8/1999
Series 4 - Registered Options Principal Examination
BC
Issued 11/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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