Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gastaldi is a registered investment advisor representative with Alden Investment Group. Joseph has been in the securities industry for over 25 years and has experience with a variety of firms, including Securities America, Inc., First Allied Securities, Inc., and Northwestern Mutual Investment Services, LLC. Joseph specializes in providing financial planning and portfolio management services to individuals and retirement plans. Joseph is also licensed to sell life, health, disability and long-term care insurance.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plans
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.
A percentage of the total value of assets under management is charged.
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2
IN
01/17/2023 - Present
Alden Investment Group (Osceola IN)
IN
10/15/2013 - 08/10/2015
SECURITIES AMERICA, INC. (GRANGER IN)
IN
03/14/2011 - 08/05/2013
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IN
11/03/2008 - 09/10/2009
UVEST FINANCIAL SERVICES GROUP, INC. (MISHAWAKA IN)
IN
10/04/2005 - 11/05/2008
INVEST FINANCIAL CORPORATION (MISHAWAKA IN)
WI
02/12/1997 - 10/07/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/12/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
03/27/1995 - 07/08/1996
EURO BROKERS MAXCOR INC. (NEW YORK NY)
BOTH
Issued 11/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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