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 Perretta is an active investment advisor representative with LPL Financial LLC and IFS Group. Joseph has been in the industry since April 2010. Joseph is registered in Pennsylvania and Texas, and holds Series 7, 63 and 65 licenses. Joseph has experience working at various financial institutions, including Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Financial Network Investment Corporation. Joseph is also a wrestling coach at Trinity High School.
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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2
PA
06/28/2019 - Present
LPL Financial LLC (MECHANICSBURG PA)
PA
08/12/2011 - 07/05/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (MECHANICSBURG PA)
PA
06/28/2010 - 08/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
PA
04/07/2010 - 06/10/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
IA
Issued 07/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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