Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Depietro is a financial advisor at TD Private Client Wealth LLC, a firm with over $1 billion in assets under management. Joseph has been a financial advisor since 1996 and holds a Series 7, Series 63, and Series 66 license as well as a Series 65 license for investment advisors. Joseph specializes in portfolio management for businesses and individuals and has experience in providing financial planning 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.
A percentage of the total value of assets under management is charged.
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2
NY
02/09/2023 - Present
TD Private Client Wealth LLC (Melville NY)
NY
06/29/2020 - 03/15/2022
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
NY
12/13/2017 - 08/20/2018
HALLIDAY FINANCIAL, LLC (GLEN HEAD NY)
NY
02/03/2014 - 12/03/2015
MORGAN STANLEY (GARDEN CITY NY)
NY
04/11/2011 - 07/02/2013
TRADITION ASIEL SECURITIES INC. (NEW YORK NY)
NY
05/03/2006 - 03/31/2011
BGC FINANCIAL, L.P. (NEW YORK NY)
NY
10/06/2004 - 05/03/2006
CASTLEOAK SECURITIES, LP (NEW YORK NY)
NY
08/02/2002 - 05/10/2004
RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)
NJ
06/25/1991 - 09/02/1999
LIBERTY BROKERAGE INC. (JERSEY CITY NJ)
NY
07/25/1987 - 06/27/1991
CANTOR FITZGERALD SECURITIES CORP. (NEW YORK NY)
IA
Issued 02/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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