Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph C. Silino is a financial advisor with over 15 years of experience in the industry. Joseph is currently registered with Pinnacle Investments, LLC and holds a Series 7, Series 6, Series 63, and Series 66. Joseph has also passed the Series 6TO and SIE exams. Joseph has previously worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, TIAA-CREF Individual & Institutional Services, LLC and M&T Securities, Inc. Joseph specializes in providing financial advice to individuals and corporations. Joseph also provides financial planning services. Joseph's firm, Pinnacle Investments, LLC, is headquartered in East Syracuse, NY and manages over $1 billion in assets.
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.
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.
Educational workshops
1
2
NY
11/02/2023 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
10/21/2015 - 10/05/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SYRACUSE NY)
NY
03/06/2015 - 09/25/2015
M&T SECURITIES, INC. (FAYETTEVILLE NY)
NY
07/13/2012 - 02/23/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
NY
02/14/2011 - 06/20/2012
CHASE INVESTMENT SERVICES CORP. (DEWITT NY)
NY
02/12/2010 - 08/30/2010
HSBC SECURITIES (USA) INC. (BALDWINSVILLE NY)
NY
04/23/2007 - 02/04/2010
CHASE INVESTMENT SERVICES CORP. (SYRACUSE NY)
BOTH
Issued 06/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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