Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Charles Lombardo is a financial advisor with Janney Montgomery Scott LLC. Joseph Lombardo has been in the industry since February 26, 2003. Joseph Lombardo's office is located at One PPG Place, Suite 2200, in Pittsburgh, PA. Joseph Lombardo is also registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia and Wisconsin. Joseph Lombardo is a CERTIFIED FINANCIAL PLANNER™.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
06/08/2012 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
PA
08/24/2006 - 06/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRANBERRY TOWNSHIP PA)
PA
06/25/2005 - 07/31/2006
JANNEY MONTGOMERY SCOTT LLC (PITTSBURGH PA)
PA
04/19/2004 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NH
02/04/2003 - 04/22/2004
LIBERTY LIFE SECURITIES LLC (DOVER NH)
BOTH
Issued 05/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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