Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Frederick Pedrigi is a financial advisor with over 20 years of experience in the industry. Joseph is a registered representative of LPL Financial LLC and currently serves clients in Illinois and Texas. Joseph has previously held roles with several firms including TD Ameritrade, Inc., Scottrade, Inc., and Waddell & Reed, Inc. Joseph holds Series 7, 24, 26, 63 and 66 licenses. Joseph specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
04/27/2021 - Present
LPL Financial LLC (ROSELLE IL)
IL
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (CHICAGO IL)
IL
04/28/2004 - 02/26/2018
SCOTTRADE, INC. (PARK RIDGE IL)
IL
06/20/2003 - 04/20/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
02/26/2003 - 06/26/2003
PFS INVESTMENTS INC. (DULUTH GA)
KS
05/07/2002 - 08/16/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IL
08/21/2001 - 03/28/2002
O'CONNOR & COMPANY LLC (CHICAGO IL)
WA
12/09/2000 - 08/13/2001
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
01/31/2000 - 12/09/2000
HARRIS INVESTORLINE (CHICAGO IL)
BOTH
Issued 05/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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