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 Nastasi is a financial advisor with over 28 years of experience in the industry. Joseph is currently registered with LPL Financial LLC in Lees Summit, MO. He is also registered in Texas. Joseph has previously worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Joseph has a diverse background in financial services with experience in various areas including financial planning, pension consulting, and portfolio management. He is dedicated to providing comprehensive and personalized financial advice to his clients.
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.
1
2
MO
04/27/2020 - Present
LPL Financial LLC (LEES SUMMIT MO)
MO
09/02/2011 - 04/28/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LEES SUMMIT MO)
MO
01/01/2008 - 09/02/2011
WELLS FARGO ADVISORS, LLC (KANSAS CITY MO)
MO
03/28/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KANSAS CITY MO)
IA
Issued 04/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Nastasi is the right advisor for you? Invested Better is here to help.
