Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph J. Cifarelli is a financial advisor with over 30 years of experience in the industry. Joseph is currently registered with J.p. Morgan Securities LLC in the states of New Jersey, New York, and Texas. Joseph has previously worked at FOREFRONT CAPITAL MARKETS LLC, DU PASQUIER & CO., INC., NEWEDGE USA, LLC, MERIDIAN EQUITY PARTNERS, INC., JBS SECURITIES CORP., PATRICK J. COLLINS INC, LEHMAN BROTHERS INC., NEW YORK CAPITAL MARKETS INC., and NEW YORK CAPITAL SECURITIES CORP. Joseph holds a Series 66, Series 63, Series 72, SIE, Series 55, Series 25, and Series 7 licenses.
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
07/27/2021 - Present
J.p. Morgan Securities LLC (EAST NORWICH NY)
NY
02/07/2013 - 09/03/2013
FOREFRONT CAPITAL MARKETS LLC (NEW YORK NY)
NY
09/22/2011 - 02/01/2013
DU PASQUIER & CO., INC. (NEW YORK NY)
NY
01/24/2008 - 07/21/2011
NEWEDGE USA, LLC (NEW YORK NY)
NY
04/05/2006 - 01/09/2008
MERIDIAN EQUITY PARTNERS, INC. (NEW YORK NY)
NY
11/03/2004 - 03/28/2006
JBS SECURITIES CORP. (NEW YORK NY)
CT
08/14/2002 - 11/03/2004
PATRICK J. COLLINS INC (OLD GREENWICH CT)
NY
07/06/1999 - 08/21/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/25/1987 - 04/16/1999
NEW YORK CAPITAL MARKETS INC. (GARDEN CITY NY)
NA
05/01/1987 - 07/27/1988
NEW YORK CAPITAL SECURITIES CORP.
BOTH
Issued 01/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/29/2000
Series 25 - NYSE Trading Assistant Examination
BC
Issued 06/15/1985
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
Not sure Joseph Cifarelli is the right advisor for you? Invested Better is here to help.
