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 Forlenza is an investment advisor representative with Integrated Wealth Concepts LLC. Joseph has been in the securities industry since December 5, 2000. Joseph has a Series 66 and Series 7 license. Joseph is also a Certified Financial Planner. Joseph has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Joseph provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Joseph has been an insurance agent in California since 2013. Joseph is also a Certified Public Accountant and an Accredited Portfolio Management Advisor. Joseph specializes in financial planning, retirement planning, and estate planning.
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.
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.
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
CA
02/06/2023 - Present
Integrated Wealth Concepts LLC (SAN DIEGO CA)
CA
03/06/2009 - 04/23/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
04/20/2009 - 12/20/2010
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
12/05/2000 - 03/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
AZ
02/09/2000 - 12/20/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Joseph Forlenza is the right advisor for you? Invested Better is here to help.
