Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gonnella is an investment advisor representative at Empower Advisory Group, LLC. Joseph has over 7 years of experience in the financial services industry and is registered to provide investment advice in all 50 states and the District of Columbia. Joseph holds a Series 6, 7TO, 63, and 66 licenses as well as the SIE exam. Joseph also holds the Series 24, which is the General Securities Principal Examination. Prior to joining Empower Advisory Group, LLC, Joseph worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC.
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.
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.
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2
NY
08/08/2023 - Present
Empower Advisory Group, LLC (Centereach NY)
NY
11/05/2021 - 11/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PATCHOGUE NY)
NY
02/10/2016 - 08/17/2021
J.P. MORGAN SECURITIES LLC (HARTSDALE NY)
BOTH
Issued 06/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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