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 Digiovanni is a financial advisor with over 20 years of experience in the financial industry. Joseph is registered with Fidelity Personal and Workplace Advisors and has previously held positions at T. Rowe Price Investment Services, Inc. and Fidelity Brokerage Services LLC. Joseph has held a variety of licenses and certifications, including the Series 66, Series 63, Series 10, Series 9, Series 53, SIE, and Series 7 exams. Joseph specializes in financial planning, portfolio management, and educational seminars.
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
MA
05/21/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
VA
03/15/2005 - 01/05/2011
T. ROWE PRICE INVESTMENT SERVICES, INC. (MCLEAN VA)
RI
09/20/2001 - 02/17/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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