Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Clayton Perfilio is an investment advisor representative for Integrated Capital Management, Inc. Joseph has been in the industry since 1994 and holds Series 6, 7, 24, 27, 51 and 63 licenses. Joseph's expertise includes portfolio management for individuals and businesses and providing pension consulting services. Joseph also has experience with various investment products, including variable contracts, municipal securities, and options. Joseph has worked with a diverse clientele, including individuals, businesses, pension plans, state or municipal government entities, charitable organizations, and high-net-worth individuals. Joseph's approach to investment management is based on a thorough understanding of the client's financial goals and risk tolerance.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Assets under advisement
1
2
PA
02/11/2015 - Present
Integrated Capital Management, Inc. (JESSUP PA)
PA
07/25/1997 - 04/01/2013
FSC SECURITIES CORPORATION (SCRANTON PA)
NA
09/30/1996 - 07/25/1997
1717 CAPITAL MANAGEMENT COMPANY
DE
03/21/1996 - 07/25/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
10/09/1995 - 03/25/1996
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
DE
04/25/1995 - 09/06/1995
PML SECURITIES COMPANY (NEWARK DE)
GA
03/01/1994 - 03/13/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/12/1998
Series 4 - Registered Options Principal Examination
BC
Issued 11/03/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 02/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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