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 Perri is a registered representative with LPL Financial LLC. Joseph has been in the financial services industry since September 27, 1986. Joseph is registered in New Jersey and has been a registered representative with LPL Financial LLC since July 1, 2024. Prior to joining LPL Financial LLC, Joseph was a registered representative with OSAIC WEALTH, INC. from October 28, 2021 to July 3, 2024. Joseph has also held previous positions with CETERA ADVISOR NETWORKS LLC, Ameriprise Financial Services, Inc., Securities America, Inc., First Montauk Securities Corp., Reich & Co., Inc., Prudential-Bache Securities Inc., Thomson McKinnon Securities Inc., and Nicholas, Lawrence & Co. Inc. Joseph holds the Series 7, Series 63 and Series 65 securities licenses. Joseph has been in the financial services industry for over 37 years and is committed to providing his clients with the highest level of service and expertise.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/01/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
10/28/2021 - 07/03/2024
OSAIC WEALTH, INC. (EATONTOWN NJ)
NJ
01/09/2015 - 10/29/2021
CETERA ADVISOR NETWORKS LLC (RED BANK NJ)
NJ
07/02/2008 - 01/26/2015
AMERIPRISE FINANCIAL SERVICES, INC. (RED BANK NJ)
NJ
08/08/2008 - 05/05/2011
SECURITIES AMERICA, INC. (RED BANK NJ)
NJ
01/04/1994 - 07/03/2008
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
01/09/1991 - 01/05/1994
REICH & CO., INC.
NY
09/15/1989 - 01/04/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
05/02/1989 - 09/16/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
05/27/1988 - 05/01/1989
FIRST MONTAUK SECURITIES CORP.
NA
02/14/1987 - 07/08/1988
NICHOLAS, LAWRENCE & CO. INC.
NA
09/24/1986 - 04/03/1987
INVESTORS CENTER INCORPORATED
NA
02/14/1987 - 03/14/1987
JERSEY CAPITAL MARKETS GROUP INC.
IA
Issued 10/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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