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 Jiovenetta is a financial advisor with over 38 years of experience in the industry. Currently registered with Commonwealth Financial Network in Islamorada, FL, Joseph has a wide range of experience across several firms. Before joining Commonwealth Financial Network, Joseph was a Financial Advisor at Morgan Stanley in Boca Raton, FL, Valmark Securities, Inc. in Ft. Lauderdale, FL, and LPL Financial Corporation in Coral Springs, FL. Joseph holds several licenses including Series 6, 7, 24, 63, and 65, along with the SIE exam. Joseph is passionate about providing personalized financial guidance, helping clients build and protect their wealth.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/12/2022 - Present
Commonwealth Financial Network (Islamorada FL)
FL
10/26/2016 - 12/14/2022
MORGAN STANLEY (Boca Raton FL)
FL
05/03/2010 - 11/15/2016
VALMARK SECURITIES, INC. (FT. LAUDERDALE FL)
FL
02/19/2008 - 05/05/2010
LPL FINANCIAL CORPORATION (CORAL SPRINGS FL)
FL
10/01/1997 - 02/20/2008
VALMARK SECURITIES, INC. (PARKLAND FL)
MN
04/20/1995 - 10/14/1997
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
12/03/1991 - 04/24/1995
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
03/31/1989 - 12/06/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
06/17/1988 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
04/18/1984 - 11/02/1987
E.I. SALES, INC.
IA
Issued 09/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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