Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Borriello is a financial advisor registered with LPL Financial LLC. Joseph has been in the financial industry since 2000. Joseph is licensed to provide investment advice in California and Nevada and has a strong track record of providing personalized financial advice. Joseph has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Joseph is committed to helping his clients achieve their financial goals.
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
12/01/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
NV
06/09/2011 - 11/18/2021
TD AMERITRADE, INC. (LAS VEGAS NV)
TX
07/27/2021 - 08/03/2021
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/22/2005 - 01/13/2010
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
06/08/1998 - 01/13/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 10/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 3 - National Commodity Futures Examination
BC
Issued 06/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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