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 Irace is a financial advisor registered with Fidelity Personal and Workplace Advisors. Joseph has been a registered financial advisor for over five years. Previously, Joseph was registered with Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc., CION Securities, LLC, Prudential Investment Management Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph holds a Series 7, Series 66, and SIE licenses.
DANA POINT, CA
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.
1
2
CA
08/21/2024 - Present
Fidelity Personal AND Workplace Advisors (DANA POINT CA)
CA
11/11/2020 - 03/10/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
11/11/2020 - 03/10/2022
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
11/11/2020 - 03/10/2022
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
11/11/2020 - 03/10/2022
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
11/11/2020 - 03/10/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
NY
01/22/2019 - 10/07/2020
CION SECURITIES, LLC (NEW YORK NY)
NJ
11/09/2017 - 09/19/2018
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
04/28/2017 - 10/04/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 7/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Joseph Irace is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
