Unclaimed
Joseph Fischetti is an Investment Advisor Representative at Delta Financial Advisors, Inc. Joseph has been a registered representative in the securities industry since 1996. Joseph is licensed in Maryland. In addition to working for Delta Financial Advisors, Inc. Joseph is also an Investment Advisor Representative with Beacon Global Advisor Network, LLC, and is a registered representative for Regulus, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
01/16/2024 - Present
Delta Financial Advisors, Inc. (KENSINGTON MD)
MD
07/27/2010 - 08/24/2015
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENSINGTON MD)
MD
06/03/1996 - 06/29/2010
FSC SECURITIES CORPORATION (KENSINGTON MD)
IA
Issued 01/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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