Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Folliard Perdue is a financial advisor with over 40 years of experience in the industry. Joseph is registered with Wells Fargo Clearing Services, LLC in FLORHAM PARK, NJ. Joseph also holds licenses in Texas. Joseph has worked with a variety of firms over his career including Prudential Securities Incorporated, Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors LLC. Joseph has experience in a number of areas, including securities and investment advisory services. Joseph holds both Series 7 and Series 63 licenses. Joseph is also a registered Investment Advisor in New Jersey.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/27/2025 - Present
Wells Fargo Clearing Services, LLC (FLORHAM PARK NJ)
NY
04/08/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/14/1983 - 04/09/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/30/1992 - 04/01/1992
PRUDENTIAL SECURITIES INCORPORATED
NA
11/27/1978 - 03/03/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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