Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Dominic Lombardo is a financial advisor registered with U.S. Bancorp Investments, Inc. and has been in the industry since 2003. Joseph is licensed to offer securities advice in both New Jersey and New York. Joseph is currently associated with U.S. Bancorp Investments, Inc. in New York, NY. Before joining U.S. Bancorp Investments, Inc., Joseph worked for PNC INVESTMENTS in Millburn, NJ, PNC CAPITAL MARKETS LLC in Pittsburgh, PA, DEUTSCHE BANK SECURITIES INC. in New York, NY, SCUDDER INVESTOR SERVICES, INC. in New York, NY and Chicago, IL, and PRIM SECURITIES, INCORPORATED in Independence, OH.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NY
12/04/2023 - Present
U.s. Bancorp Investments, Inc. (NEW YORK NY)
NJ
01/20/2011 - 03/20/2014
PNC INVESTMENTS (MILLBURN NJ)
PA
06/10/2008 - 12/31/2008
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
PA
10/04/2006 - 06/04/2008
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
NY
10/21/2003 - 01/18/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
12/20/2002 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IL
10/19/2001 - 12/20/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
04/10/2001 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
OH
01/01/2001 - 04/02/2001
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
BOTH
Issued 07/03/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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