Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Alfred Langella is a financial advisor with over 20 years of experience in the financial services industry. Joseph has been associated with TIAA-CREF Individual & Institutional Services, LLC since 2005 and holds licenses to offer securities and investment advisory services in Florida, New Jersey and New York. Joseph has held previous registrations with firms such as CITIGROUP GLOBAL MARKETS INC., WELLS FARGO CLEARING SERVICES, LLC, and INVEST FINANCIAL CORPORATION. Joseph's focus is on providing financial planning and portfolio management services to individuals, corporations and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
01/23/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
10/07/2021 - 01/12/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NJ
09/29/2017 - 09/22/2021
WELLS FARGO CLEARING SERVICES, LLC (MARLBORO NJ)
NJ
10/13/2015 - 10/03/2017
INVEST FINANCIAL CORPORATION (MORGANVILLE NJ)
NY
10/30/2008 - 09/25/2015
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
12/10/2005 - 08/12/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
DE
03/24/2005 - 09/06/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
01/01/2005 - 02/10/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
08/11/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
09/24/1998 - 08/04/2003
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 12/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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