Unclaimed
Joseph Randazzo is a financial advisor with over 30 years of experience in the industry. He is a registered representative of Lincoln Investment and an Investment Advisor Representative of Beacon Financial Advisory LLC. Joseph specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses. Joseph is committed to helping clients achieve their financial goals through a personalized approach.
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.
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
OH
08/18/2016 - Present
Lincoln Investment (Twinsburg OH)
OH
09/12/2014 - 08/26/2016
STERNE AGEE FINANCIAL SERVICES, INC. (TWINSBURG OH)
OH
01/14/2005 - 09/12/2014
WRP INVESTMENTS, INC. (TWINSBURG OH)
IN
01/03/2005 - 01/14/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
OH
02/24/1993 - 12/31/2004
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
CT
06/26/1992 - 12/31/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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