Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gitto is a financial advisor in Burbank, CA, with over 25 years of experience in the financial industry. Joseph is registered with Edward Jones and holds Series 4, 7, 24, 55, 63, and 66 licenses. Joseph also holds the Certified Financial Planner designation. Prior to joining Edward Jones, Joseph worked at several other financial institutions, including Transamerica Financial Advisors, Inc., Woodbury Financial Services, Inc., and Cetera Advisor Networks LLC. Joseph has a strong background in financial planning, investment management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
09/10/2020 - Present
Edward Jones (Burbank CA)
CA
09/15/2017 - 03/13/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (WOODLAND HILLS CA)
CA
12/18/2014 - 08/24/2017
WOODBURY FINANCIAL SERVICES, INC. (WEST LAKE VILLAGE CA)
CA
02/24/2014 - 11/14/2014
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
NY
05/17/2011 - 02/14/2014
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
02/16/2012 - 06/20/2012
STOCK USA EXECUTION SERVICES, INC (KATONAH NY)
CA
03/03/2003 - 06/29/2010
ASSENT LLC (LOS ANGELES CA)
NY
08/27/1999 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
03/03/1998 - 01/05/1999
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
05/01/1997 - 03/26/1998
ON-LINE INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
12/19/1996 - 04/14/1997
ON-SITE TRADING, INC. (GREAT NECK NY)
CO
08/04/1995 - 05/08/1996
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
BOTH
Issued 05/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 4 - Registered Options Principal Examination
BC
Issued 09/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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