Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lopresti is a financial professional with over 25 years of experience in the financial services industry. Joseph is currently registered with MML Investors Services, LLC. Prior to joining MML Investors Services, LLC Joseph was affiliated with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Joseph holds FINRA Series 6, 7, 26 and 63 licenses. Joseph has a designation of Chartered Financial Consultant and has taken the SIE exam. Joseph specializes in financial planning, portfolio management, and asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
03/12/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
03/12/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
IA
Issued 12/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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