Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Armand Felicetti is a financial advisor with M Holdings Securities, Inc. Joseph has been working in the financial industry since March 1990. Joseph has passed the Series 7, Series 63, Series 65, and SIE exams. Joseph specializes in providing financial planning, portfolio management, and pension consulting services. Joseph is registered to offer investment advice in California, Florida, New Jersey, New York, Pennsylvania, Rhode Island, and Vermont.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/10/2024 - Present
M Holdings Securities, Inc. (MADISON NJ)
NJ
06/25/2002 - 09/16/2019
R. SEELAUS & CO., LLC (SUMMIT NJ)
NJ
12/13/1994 - 06/26/2002
FIA CAPITAL GROUP, INC. (SHORT HILLS NJ)
NJ
02/03/1992 - 01/06/1995
GILMORE SECURITIES & CO. (FORT LEE NJ)
NA
11/05/1990 - 02/14/1991
GLOBAL AMERICA INCORPORATED
CO
03/23/1989 - 11/02/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 01/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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