Unclaimed
Joseph Bellavia is a financial advisor registered with J.p. Morgan Securities LLC. Joseph is currently registered with the state of New York and 47 other states. Joseph has been active in the financial services industry since August 1991. Joseph is a registered representative and has a Series 7 and Series 63 license. Joseph has been with J.p. Morgan Securities since October 2008. Previously, Joseph worked at Ryan Beck & Co., Gruntal & Co., L.L.C., Prudential Securities Incorporated, and Dean Witter Reynolds Inc. Joseph is able to offer a broad range of products and services nationwide, including deposit and credit products.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
12/18/2007 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
04/29/2002 - 11/25/2002
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
11/22/1994 - 05/15/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
02/27/1992 - 11/28/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/15/1991 - 02/07/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
07/23/1991 - 11/21/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 08/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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