Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Balsamo is a financial advisor with LPL Financial LLC, a large independent broker-dealer and Registered Investment Advisor. Joseph has been in the industry for 15 years and is registered in both Florida and New York. He has extensive experience in providing financial advice to individuals, families, businesses, and retirement plans. Joseph has been with LPL Financial LLC since June 2021. Previously, he was with HSBC Securities (USA) Inc., J.P. Morgan Securities LLC, and Santander Securities LLC.
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
NY
06/14/2021 - Present
LPL Financial LLC (FLUSHING NY)
NJ
10/26/2018 - 06/29/2020
HSBC SECURITIES (USA) INC. (JERSEY CITY NJ)
NY
10/21/2015 - 10/04/2018
J.P. MORGAN SECURITIES LLC (STATEN ISLAND NY)
NY
03/24/2014 - 05/04/2015
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
NY
10/01/2012 - 02/21/2014
J.P. MORGAN SECURITIES LLC (STATEN ISLAND NY)
NY
06/08/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STATEN ISLAND NY)
BC
Issued 04/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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