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 Perna is a financial advisor with over 25 years of experience in the industry. Joseph has held positions with a number of prominent firms, including Wells Fargo Advisors, LLC, Citizens Securities, Inc., and J. Alden Associates, Inc. Joseph is currently registered with LPL Enterprise, LLC and provides financial planning and portfolio management services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NJ
11/14/2024 - Present
LPL Enterprise, LLC (MARLTON NJ)
PA
03/18/2024 - 07/23/2024
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
PA
08/13/2018 - 01/08/2020
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
01/12/2012 - 04/19/2016
WELLS FARGO ADVISORS, LLC (RADNOR PA)
PA
02/06/2009 - 07/15/2011
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
PA
08/05/2005 - 04/09/2007
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
AZ
02/07/2005 - 08/04/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NE
03/25/2003 - 09/09/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
DE
01/02/2003 - 03/12/2003
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
MA
01/06/2000 - 11/14/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
01/18/1996 - 12/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/18/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
01/03/1995 - 01/05/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
04/04/1989 - 01/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
12/05/1988 - 05/03/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/05/1988 - 05/03/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 04/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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