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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 Damico is a financial advisor with UBS Financial Services Inc. Joseph has been in the financial services industry since 1999 and has a broad range of experience in securities and advisory services. Joseph is licensed and registered with the Financial Industry Regulatory Authority (FINRA) and holds a number of securities licenses, including Series 7, 63, 65, 99TO and SIE. Joseph is dedicated to providing personalized financial advice to clients in order to help them achieve their financial goals. Joseph serves clients throughout the United States.
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.
See schedule d - miscellaneous
1
2
NJ
07/16/2018 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
CA
07/31/2008 - 06/25/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
NJ
09/03/1998 - 12/17/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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