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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Charles Breakstone is an investment advisor representative with Cetera Investment Advisers LLC based in Melville, NY. Joseph has been in the securities industry for over 10 years and holds multiple licenses, including Series 63, 65, 7, and 24. Prior to joining Cetera, Joseph worked at Lincoln Financial Advisors Corporation in Syosset, NY, and Spartan Capital Securities, LLC in New York, NY. Joseph specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Joseph is also a principal of North Ridge Wealth Planning, LLC, a registered investment advisor firm in Melville, NY.
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.
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.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
02/11/2013 - 01/05/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
NY
08/28/2012 - 12/10/2012
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
IA
Issued 05/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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