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. Lopresti is a registered representative with J.P. Morgan Securities LLC. Joseph has been in the financial services industry for over 30 years and is a licensed investment advisor representative in several states. He is well-versed in a variety of financial products and services, including investment management, retirement planning, and estate planning. He has a strong track record of success and is committed to providing his clients with personalized financial advice and exceptional customer service.
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
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2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (CENTEREACH NY)
NY
09/30/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COMMACK NY)
NY
04/01/2008 - 09/25/2009
FIRST MIDWEST SECURITIES, INC. (BAYPORT NY)
NY
04/03/2006 - 04/02/2008
WESTROCK ADVISORS, INC. (RONKONKOMA NY)
GA
10/01/2001 - 03/31/2006
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
02/07/2001 - 10/04/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
05/26/1994 - 02/09/2001
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
10/30/1992 - 05/26/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
IA
Issued 12/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1992
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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