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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 Belfatto is a financial advisor at Simon Quick Advisors, LLC, with over 30 years of experience in the financial services industry. Prior to joining Simon Quick Advisors, Joseph worked for HSBC Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph has a broad range of experience in providing financial planning and investment management services to a variety of clients, including high-net-worth individuals, families, and businesses.
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.
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.
Third party managed asset program
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2
NJ
04/08/2013 - Present
Simon Quick Advisors, LLC (MORRISTOWN NJ)
NY
05/20/2002 - 05/03/2007
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
09/25/1984 - 03/13/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/02/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/13/1984
Series 3 - National Commodity Futures Examination
BC
Issued 11/06/1984
Series 5 - Interest Rate Options Examination
BC
Issued 09/25/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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