Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Carl Bellmar has been in the financial services industry for over 27 years. Joseph has a long history of experience at Wells Fargo Advisors, and is currently registered as a broker-dealer with Wells Fargo Advisors Financial Network, LLC. Joseph has a deep knowledge of financial markets and provides investment advice and portfolio management to a variety of clients, including individuals, families, and businesses. Joseph has a strong commitment to providing personalized financial advice to help 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.
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.
Investment consulting services to institutional clients
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.
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NY
09/09/2022 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
05/02/2007 - 09/09/2022
WELLS FARGO CLEARING SERVICES, LLC (WOODBURY NY)
NY
01/02/2003 - 06/20/2005
J.P.R. CAPITAL CORP. (SYOSSET NY)
FL
09/24/2001 - 12/31/2002
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
02/07/2001 - 09/28/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
05/26/1994 - 02/05/2001
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
12/08/1993 - 05/26/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
BOTH
Issued 05/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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