Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Catanzaro is a financial advisor with over 27 years of experience in the industry. Joseph currently works at LPL Financial LLC and is registered with the state of Pennsylvania as a Registered Representative and an Investment Adviser Representative. Prior to LPL Financial LLC, Joseph worked at Nationwide Securities, LLC and 1717 Capital Management Company. Joseph is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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
PA
10/01/2019 - Present
LPL Financial LLC (DOYLESTOWN PA)
PA
08/01/2008 - 10/03/2019
NATIONWIDE SECURITIES, LLC (WARMINSTER PA)
PA
04/24/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (AMBLER PA)
PA
01/21/1995 - 07/19/2007
NATIONWIDE SECURITIES, INC. (QUAKERTOWN PA)
IA
Issued 05/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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