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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 Depalma is a financial advisor currently registered with Cetera Investment Advisers LLC, based in Myrtle Beach, SC. Joseph has been in the financial services industry since 2002 and holds a Series 7, Series 21, Series 25, Series 63 and Series 66 license. He is also registered with the state of New York. Joseph has experience working for several firms, including LPL Financial LLC, KESTRA INVESTMENT SERVICES, LLC and Barclays Capital Inc. Joseph's areas of specialization include financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
SC
02/15/2024 - Present
Cetera Investment Advisers LLC (Myrtle Beach SC)
SC
01/04/2019 - 02/20/2024
LPL FINANCIAL LLC (MYRTLE BEACH SC)
NJ
07/01/2013 - 01/17/2019
KESTRA INVESTMENT SERVICES, LLC (FLORHAM PARK NJ)
NY
12/01/2008 - 06/27/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/28/2002 - 04/01/2009
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
01/28/2002 - 03/20/2009
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
10/01/2000 - 01/29/2002
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
BOTH
Issued 08/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 09/14/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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