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Joseph Andrew Destefano

National Financial Services LLC

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About Joseph Andrew Destefano

Joseph Andrew Destefano is a registered representative with National Financial Services LLC. Joseph has been in the securities industry since December 16, 2018. Joseph holds the Series 7, Series 99, and Series 63 securities licenses. Joseph is currently registered with FINRA as an active broker-dealer.

Firm Information

Joseph Destefano is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Destefano’s Registration & Firm History

RI

12/17/2018 - Present

National Financial Services LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 05/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Andrew Destefano.
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