Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mynio is a financial advisor with over 18 years of experience in the financial services industry. Joseph is registered with LPL Financial LLC, and has been with the firm since 2021. Joseph holds the Series 7, Series 66 and SIE licenses and is also a Certified Financial Planner. Previously, Joseph was employed by Waddell & Reed, MML Investors Services, LLC and Thrivent Investment Management Inc. Joseph Mynio is located in Rochester, NY and provides financial planning and investment management services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and high net worth individuals.
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
NY
07/21/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
05/16/2013 - 07/22/2021
WADDELL & REED (ROCHESTER NY)
NY
02/13/2012 - 04/10/2013
MML INVESTORS SERVICES, LLC (HENRIETTA NY)
NY
11/24/2004 - 12/08/2011
THRIVENT INVESTMENT MANAGEMENT INC. (FAIRPORT NY)
BOTH
Issued 12/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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