Unclaimed
Joseph Pellegrino is a financial professional with over 25 years of experience in the industry. Joseph has a broad range of experience and currently works as a registered representative for Fifth Third Securities, Inc. Joseph has been with Fifth Third Securities, Inc. since 2002. Previous to that, Joseph was a registered representative at HELLER CAPITAL MARKETS GROUP, INC., KEMPER DISTRIBUTORS, INC. and KEMPER FINANCIAL SERVICES, INC. Joseph's work history shows a commitment to the financial services industry.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IL
01/07/2002 - Present
Fifth Third Securities, Inc. (CHICAGO IL)
IL
06/26/1997 - 11/20/2001
HELLER CAPITAL MARKETS GROUP, INC. (CHICAGO IL)
IL
02/01/1995 - 04/22/1996
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
03/23/1994 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
BC
Issued 3/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 3/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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