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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 Ciombor is an investment advisor representative at Clearbridge Investments, LLC. Joseph has been in the financial services industry since 2010. Joseph is registered with the state of New York and holds Series 63, 65, 7, and SIE licenses. Joseph has been with Clearbridge Investments, LLC since 2023. Joseph has experience in providing financial services to a wide range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/23/2023 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NJ
02/02/2010 - 01/25/2013
MORGAN STANLEY (PARAMUS NJ)
IA
Issued 12/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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