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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Hajjar is a financial advisor with Fidelity Personal and Workplace Advisors. Joseph has been in the industry since 1996 and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Joseph is a CERTIFIED FINANCIAL PLANNER™ professional, meaning that they have met rigorous education and experience requirements and have passed a comprehensive exam. Fidelity Personal and Workplace Advisors offers a wide range of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning.
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.
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.
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
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (SAG HARBOR NY)
NY
12/01/2003 - 03/29/2021
GFI SECURITIES LLC (NEW YORK NY)
NY
07/06/2001 - 12/17/2003
INTER-DEALER BROKERS LLC (NEW YORK NY)
NY
06/01/2001 - 07/06/2001
GFI SECURITIES LLC (NEW YORK NY)
NY
09/15/1999 - 06/18/2001
GARBAN CORPORATES LLC (NEW YORK NY)
NY
10/12/1998 - 07/17/2000
INTERCAPITAL INTERNATIONAL INC. (NEW YORK NY)
NY
02/21/1996 - 07/06/2000
INTERCAPITAL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 05/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/02/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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