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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 Anthony Degonge is a financial advisor registered with Fidelity Personal and Workplace Advisors. Joseph has been in the financial industry since 1995. Joseph is licensed to provide investment advice in Georgia and Texas. Previously, Joseph was registered with TD Ameritrade, Inc., Charles Schwab & Co., Inc., Prudential Securities Incorporated, and Dean Witter Reynolds Inc.. Joseph has earned his Series 7, 31, 63, and 65 securities licenses and the SIE exam. Joseph provides financial planning, portfolio management for individuals and businesses, and educational seminars to clients.
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.
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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2
GA
02/27/2020 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
GA
05/30/2018 - 02/25/2020
TD AMERITRADE, INC. (ALPHARETTA GA)
GA
08/15/2002 - 04/19/2018
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
NY
09/01/1999 - 07/30/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/20/1995 - 09/21/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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