Unclaimed
Joseph Koronakis is a financial advisor who has been in the industry since April 2002. Joseph is currently registered with PNC Investments as a Registered Representative. Joseph has held past roles at TD Ameritrade, Wells Fargo Advisors, MetLife Securities, Metropolitan Life Insurance Company, UBS Painewebber, and Salomon Smith Barney. Joseph is a licensed financial professional in several states, including New Jersey, New York, Delaware, Florida, Maryland, Pennsylvania, and Texas.
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.
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.
1
2
NJ
10/21/2016 - Present
PNC Investments (KINNELON NJ)
NJ
09/15/2010 - 10/19/2016
TD AMERITRADE, INC. (PARAMUS NJ)
NY
10/20/2003 - 09/10/2010
WELLS FARGO ADVISORS, LLC (MONSEY NY)
MA
12/18/2002 - 04/23/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/18/2002 - 04/23/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/30/2001 - 04/26/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/07/2001 - 06/26/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
02/27/2001 - 04/11/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
01/01/2001 - 03/06/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 08/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Koronakis is the right advisor for you? Invested Better is here to help.