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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 Andrew Dandola is an Investment Advisor Representative registered with Equitable Advisors, LLC since July 2017, in the state of New Jersey. Joseph Dandola has passed both the Series 63, Series 66 and Series 7TO exams. In addition to the state of New Jersey, Joseph Dandola is also registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in Arizona, California, Connecticut, Florida, Georgia, Iowa, Kentucky, Maryland, Minnesota, New York, North Carolina, Pennsylvania, Texas, Virginia and Wisconsin. Joseph Dandola is also an outside agent for Madison Travel and processes travel bookings.
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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NJ
07/18/2024 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
BOTH
Issued 01/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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