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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 Dominick McNally is a financial advisor with Excel Wealth Management, LLC. Joseph has been in the industry since November 2012, with previous experience at LPL Financial LLC and Paychex Securities Corporation. Joseph has a strong track record of providing financial advice to individuals and families. He is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service. Joseph specializes in financial planning and portfolio management. He is also a registered representative with FINRA and a licensed investment advisor in South Carolina. Joseph is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He is also a Certified Financial Planner (CFP®).
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.
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
CT
02/29/2020 - Present
Excel Wealth Management, LLC (MANCHESTER CT)
SC
03/26/2018 - 04/29/2022
LPL FINANCIAL LLC (INDIAN LAND SC)
NC
11/20/2012 - 02/05/2018
PAYCHEX SECURITIES CORPORATION (CHARLOTTE NC)
IA
Issued 02/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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