Unclaimed
Joseph G. Boyle is an active advisor with J.P. Morgan Securities LLC, with over 28 years of experience in the financial industry. Joseph has been with J.P. Morgan Securities LLC since March 31, 2015. Prior to that, Joseph worked for First Empire Securities, Inc. for over a year, Burke & Quick Partners LLC for about a year, Tullett Prebon Financial Services LLC for almost four years, Chapdelaine Corporate Securities & Co for over three years, Fleet Securities, Inc. for over three years, and Quick & Reilly, Inc. for less than a year. Joseph has extensive experience with a wide range of financial products and services, including stocks, bonds, mutual funds, options, and other investments. Joseph is also a licensed investment advisor representative and holds several securities licenses, including Series 7, Series 9, Series 10, Series 24, Series 55, Series 57TO, and the SIE. Joseph specializes in providing financial planning and portfolio management services to individuals, corporations, and institutions.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/31/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/24/2012 - 02/04/2014
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
01/03/2011 - 01/03/2012
BURKE & QUICK PARTNERS LLC (UNIONDALE NY)
NY
04/30/2007 - 01/10/2011
TULLETT PREBON FINANCIAL SERVICES LLC (UNIONDALE NY)
NY
04/19/2004 - 05/17/2007
CHAPDELAINE CORPORATE SECURITIES & CO (UNIONDALE NY)
TX
01/02/2001 - 04/19/2004
FLEET SECURITIES, INC. (DALLAS TX)
NY
05/10/1999 - 12/31/2000
QUICK & REILLY, INC. (NEW YORK NY)
TX
06/01/1993 - 05/11/1999
FLEET SECURITIES, INC. (DALLAS TX)
IA
Issued 10/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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