Unclaimed
Joseph Francis Knittel, Jr. has been in the financial services industry since September 16, 1989. Joseph is currently registered with Park Avenue Securities LLC and has been with them since May 1999. Previously, Joseph was with Guardian Investor Services Corporation and Walnut Street Securities, Inc. Joseph is registered to provide investment advice and securities services in Arizona, California, Delaware, Florida, Georgia, Indiana, Michigan, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas and West Virginia. Joseph offers investment advice and securities services to a variety of clients, including individuals, corporations, charitable organizations, and pension plans. Joseph has been a certified public accountant (CPA) since 1986. He is a graduate of the University of Pittsburgh, where he earned a bachelor's degree in accounting.
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.
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.
1
2
PA
08/14/2024 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
NY
10/02/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
01/06/1992 - 08/26/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
08/07/1989 - 12/31/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 06/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Knittel is the right advisor for you? Invested Better is here to help.