Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Angelli is a financial professional with over 20 years of experience in the financial services industry. Joseph is currently registered with American Financial Associates, Inc., and has been with the firm since December 2018. Prior to this, Joseph was registered with Barclay Investments LLC and AXA Advisors, LLC. Joseph holds the Series 66, Series 7, and Series 27 licenses.
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.
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.
1
2
PA
12/07/2018 - Present
American Financial Associates, Inc. (EASTON PA)
NY
12/13/2013 - 09/13/2019
BARCLAY INVESTMENTS LLC (NEW YORK NY)
PA
02/20/2016 - 09/06/2016
AMERICAN FINANCIAL ASSOCIATES, INC. (EASTON PA)
NY
08/12/1999 - 03/04/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/12/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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