Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Francis Marzelli is a financial professional with over 25 years of experience in the industry. Joseph is currently registered with Credit Agricole Securities (usa) Inc. in New York, NY. Joseph has a strong background in the financial services industry, having held previous positions with CommerZbank Capital Markets Corp. and Daiwa Securities America Inc. Joseph is a Series 7, 24, 27, 63, SIE and 99TO licensed professional.
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
NY
06/07/2001 - Present
Credit Agricole Securities (usa) Inc. (NEW YORK NY)
NY
07/29/1999 - 05/25/2001
COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)
NY
11/06/1996 - 11/12/1998
DAIWA SECURITIES AMERICA INC. (NEW YORK NY)
BC
Issued 10/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
Not sure Joseph Marzelli is the right advisor for you? Invested Better is here to help.
