Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Buonadonna is a financial advisor with over 17 years of experience in the industry. Joseph has a strong background in investment advisory and brokerage services. Currently, Joseph is an active Registered Representative for Fidelity Personal And Workplace Advisors. Joseph previously worked for Columbia Management Investment Distributors, Inc., and Fidelity Investments Institutional Services Company, Inc.. Joseph has held numerous licenses throughout his career including Series 6, 7, 24, 63 and 65. Joseph's main office is located in Boston, MA. Joseph works with a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Joseph provides financial planning services, educational seminars, and portfolio management. Joseph has a proven track record of success in helping clients achieve their financial goals.
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.
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.
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.
1
2
MA
11/17/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
05/01/2010 - 02/15/2021
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
12/08/2006 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
RI
07/23/2004 - 12/11/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 01/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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