Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Denicola is a financial advisor with Moors & Cabot, Inc. located in Boston, MA. Joseph has been in the industry since 1985 and has experience in a variety of roles, including working for Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Donaldson, Lufkin & Jenrette Securities Corporation, and Dean Witter Reynolds Inc. Joseph is licensed to provide financial advice in several states and holds the Series 63, Series 7, and SIE licenses.
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.
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.
1
2
MA
04/01/2019 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
06/01/2009 - 04/03/2019
MORGAN STANLEY (BOSTON MA)
MA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MD
09/12/1988 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
01/05/1988 - 09/13/1988
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
08/20/1985 - 01/23/1988
DEAN WITTER REYNOLDS INC.
BC
Issued 09/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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