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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Appolito is a financial advisor who has been active in the financial industry since 1972. He is currently registered with Commonwealth Financial Network in Honolulu, HI. Joseph Appolito is a Certified Financial Planner and has a wide range of experience working with individual clients, high net worth individuals, corporations, pension plans, and charitable organizations. Joseph Appolito specializes in financial planning, portfolio management, and retirement planning. Prior to joining Commonwealth Financial Network, Joseph Appolito was a financial advisor with Ameriprise Financial Services, Inc. and United Planners' Financial Services of America, a limited partner. Joseph Appolito is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
HI
11/13/2018 - Present
Commonwealth Financial Network (Honolulu HI)
HI
05/24/2013 - 11/21/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Honolulu HI)
CA
03/13/2009 - 05/29/2013
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (RANCHO MIRAGE CA)
CA
04/17/2003 - 03/16/2009
ASSOCIATED SECURITIES CORP. (PALM DESERT CA)
MO
05/14/2001 - 04/25/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
CA
09/26/1994 - 05/15/2001
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
AZ
02/24/1988 - 09/08/1994
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
05/17/1983 - 02/11/1988
FIRST AFFILIATED SECURITIES, INC.
NA
11/13/1979 - 05/12/1983
FINANCIAL PLANNERS EQUITY CORPORATION
NA
07/06/1973 - 10/15/1978
UNIVERSITY SECURITIES CORPORATION
NA
04/07/1971 - 07/23/1973
RALPH S. WILFORD COMPANY, INC. (THE)
IA
Issued 04/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/06/1978
F04 - Financial Principal Examination
BC
Issued 07/03/1971
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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