Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Angelo Desantis is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Joseph has been in the industry since January 23, 2000. Joseph currently works at the Wells Fargo Clearing Services, LLC location in St. Louis, Missouri. Prior to joining Wells Fargo Clearing Services, LLC, Joseph worked at Hartford Securities Distribution Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, and Citigroup Global Markets Inc.
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.
Investment consulting services to institutional clients
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.
1
2
MO
07/14/2011 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
CT
06/21/2010 - 07/08/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CA
09/26/2005 - 05/28/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
RI
06/14/2005 - 10/06/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
12/09/1999 - 05/26/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Desantis is the right advisor for you? Invested Better is here to help.
