Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Candela is a financial advisor with over 25 years of experience in the financial services industry. He is registered with Ameriprise Financial Services, LLC and holds a Series 7, Series 63, and Series 66 licenses. Joseph is also a Certified Financial Planner. He has worked with clients of various types including individuals, high-net-worth individuals, corporations, and trusts/estates. He has a wide range of experience in areas such as asset allocation, financial planning, and portfolio management. Joseph previously worked at IDS LIFE INSURANCE COMPANY, FIRST COLONIAL SECURITIES GROUP, INC., TAJ GLOBAL EQUITIES, INC., SOVEREIGN EQUITY MANAGEMENT CORP. and LT LAWRENCE & CO., INC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/06/2013 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
MN
04/06/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
08/29/1997 - 11/09/1998
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
FL
04/04/1997 - 08/22/1997
TAJ GLOBAL EQUITIES, INC. (TAMPA FL)
FL
04/12/1996 - 02/10/1997
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
NY
12/14/1995 - 02/26/1996
LT LAWRENCE & CO., INC. (NEW YORK NY)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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