Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Donald Columbo is a financial professional with over 45 years of experience in the securities industry. He currently serves as a registered representative with Wilmington Capital Securities, LLC. Joseph has previously held similar roles with several other firms including Clark Dodge & Co., Inc., S.W. Bach & Company, Kirlin Securities Inc., Reich & Co., Inc., David Lerner Associates, Inc., McLaughlin, Piven Inc., Legg Mason Wood Walker, Incorporated and Richard Franklin, Inc. Joseph has a wide range of experience and holds several licenses and designations.
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.
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
NY
11/09/2007 - Present
Wilmington Capital Securities, LLC (GARDEN CITY NY)
NY
02/28/2007 - 02/25/2008
CLARK DODGE & CO., INC. (GARDEN CITY NY)
NY
02/16/2005 - 03/01/2007
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
05/17/1994 - 12/05/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NA
10/28/1992 - 01/01/1994
REICH & CO., INC.
NY
02/04/1980 - 11/23/1992
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NA
02/02/1978 - 02/21/1980
MCLAUGHLIN, PIVEN INC.
NA
09/26/1977 - 02/18/1978
LEGG MASON WOOD WALKER, INCORPORATED
NA
06/22/1976 - 10/19/1977
RICHARD FRANKLIN, INC.
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/17/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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