Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph James Gelet is an investment advisor representative with R. F. Lafferty & Co., Inc. Joseph has been active in the industry since 2020. Joseph is also a registered principal with the firm and has held previous roles at COVA CAPITAL PARTNERS LLC and LEVELX CAPITAL LLC. Joseph specializes in portfolio management for individuals and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/03/2024 - Present
R. F. Lafferty & CO., Inc. (NEW YORK NY)
NY
01/27/2023 - 05/31/2024
COVA CAPITAL PARTNERS LLC (SYOSSET NY)
NY
01/09/2020 - 12/31/2022
LEVELX CAPITAL LLC (BROOKLYN NY)
BC
Issued 01/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2024
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 01/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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