Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Barcellona is a financial advisor with LPL Financial LLC, a large financial services firm. Joseph has been a registered representative since 2011 and holds multiple licenses and certifications including Series 7, Series 63, and Series 26. Joseph is a Certified Financial Planner (CFP) and specializes in providing financial planning, portfolio management, and pension consulting services for individuals and businesses. Joseph has experience working with clients of all ages and income levels and is committed to providing personalized financial advice that meets each client's unique needs.
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
10/02/2020 - Present
LPL Financial LLC (VICTOR NY)
BC
Issued 11/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Barcellona is the right advisor for you? Invested Better is here to help.
