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 Latona is a financial advisor with over 17 years of experience in the industry. Joseph is a registered representative with LPL Financial LLC and Goldfinch Financial, Inc. Joseph is licensed to provide financial advice in several states including New Hampshire, Massachusetts, Texas, Arizona, California, Colorado, Florida, Illinois, Indiana, Maine, Missouri, New Jersey, New York, North Carolina, Ohio, Puerto Rico, Rhode Island, South Carolina, Vermont, Virginia, Washington and West Virginia. Joseph is also a Certified Financial Planner. In addition to his role as a financial advisor, Joseph is also a notary.
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.
Consulting and other non-discretionary advisory services
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.
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NH
11/04/2013 - Present
LPL Financial LLC (MANCHESTER NH)
NH
08/26/2011 - 11/07/2013
NEW ENGLAND SECURITIES (EXETER NH)
MA
09/15/2005 - 09/01/2011
SIGNATOR INVESTORS, INC. (ANDOVER MA)
IA
Issued 07/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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