Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Degnan is a financial advisor with Principal Securities, Inc., based in Amherst, New York. Joseph is a registered representative with both Series 6 and Series 63 licenses, having worked in the financial services industry since 2011. Prior to joining Principal Securities, Joseph has held positions with Lincoln Investment, The Leaders Group, Inc., and Allstate Financial Services, LLC. Joseph's experience includes offering financial planning, pension consulting, and educational seminars 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
04/08/2024 - Present
Principal Securities, Inc. (Amherst NY)
NY
08/27/2018 - 03/22/2024
LINCOLN INVESTMENT (Amherst NY)
CO
06/29/2018 - 07/10/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
09/05/2017 - 06/20/2018
ALLSTATE FINANCIAL SERVICES, LLC (CHEEKTOWAGA NY)
NY
09/27/2011 - 08/09/2017
PRUCO SECURITIES, LLC. (Hamburg NY)
BC
Issued 10/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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