Unclaimed
Joseph F. Persichetti is a financial advisor with Citizens Securities, Inc. based in Brooklyn, NY. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) as well as in 10 states. Joseph has worked in the financial services industry since 1995. Citizens Securities, Inc. has approximately $1 billion - $10 billion in assets under management. They have over 53,000 clients. Joseph has an active FINRA broker check profile.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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.
A percentage of the total value of assets under management is charged.
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2
NY
09/27/2023 - Present
Citizens Securities, Inc. (BROOKLYN NY)
NY
07/13/2020 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (BROOKLYN NY)
NY
02/01/2013 - 07/10/2020
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
12/02/2011 - 01/28/2013
CAPITAL ONE INVESTMENT SERVICES LLC (BROOKLYN NY)
NY
02/15/2005 - 11/29/2011
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
MA
12/19/1995 - 02/11/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/1995 - 02/11/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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