Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Dambrosio is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with Stonex Advisors Inc. and holds a Series 7, Series 63, and Series 66 license. Joseph has worked with several financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Quest Capital Strategies, Inc. He specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
05/11/2021 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
06/01/2017 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CT
04/29/2015 - 11/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
CA
07/28/1995 - 05/15/2015
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NA
03/28/1991 - 08/02/1993
REICH & CO., INC.
NY
09/19/1986 - 04/12/1991
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
12/24/1985 - 01/25/1988
MACPEG, ROSS, O'CONNELL & GOLDABER, INC. (LEVITTOWN NY)
BOTH
Issued 06/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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