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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 Barbagallo is a financial advisor registered with Principal Securities, Inc.. Joseph Barbagallo has been in the securities industry for 7 years. Joseph Barbagallo is also registered with Equity Services, Inc. and PRUCO SECURITIES, LLC.. Joseph Barbagallo has passed the Series 6, Series 7TO, Series 63, and SIE exams. Joseph Barbagallo has been registered with the state of California, Florida, New Jersey, New York, and Pennsylvania. Joseph Barbagallo specializes in retirement planning, investment management, insurance, and estate planning. Joseph Barbagallo is also a member of the New Hyde Park Fire Department.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
09/22/2022 - Present
Principal Securities, Inc. (Melville NY)
NY
02/22/2021 - 09/02/2022
EQUITY SERVICES, INC. (JERICHO NY)
NY
01/29/2016 - 02/18/2021
PRUCO SECURITIES, LLC. (Uniondale NY)
BC
Issued 02/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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