Unclaimed
Joseph John Degnan is a financial advisor with over 16 years of experience in the industry. He has held various roles at several firms, including STONEX FINANCIAL INC., RFA SECURITIES LLC, CASEY SECURITIES, LLC, and NASDAQ EXECUTION SERVICES, LLC. Joseph is currently registered with Fidelity Brokerage Services LLC. Joseph holds Series 4, 7, 24, 55, 57TO, and 63 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.
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.
1
2
FL
09/18/2021 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
07/15/2020 - 06/30/2021
STONEX FINANCIAL INC. (WINTER PARK FL)
PA
12/05/2019 - 06/30/2020
RFA SECURITIES LLC (PHILADELPHIA PA)
CA
04/29/2019 - 12/05/2019
CASEY SECURITIES, LLC (GREENBRAE CA)
PA
05/04/2016 - 04/29/2019
NASDAQ EXECUTION SERVICES, LLC (PHILADELPHIA PA)
NJ
08/13/2007 - 02/24/2016
PTR, INC. (COLLINGSWOOD NJ)
NY
08/09/2007 - 02/25/2011
RADNOR RESEARCH & TRADING COMPANY, LLC (NEW YORK NY)
PA
04/26/2006 - 05/15/2007
M. BURTNICK & CO. (PHILADELPHIA PA)
BC
Issued 02/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2013
Series 4 - Registered Options Principal Examination
BC
Issued 02/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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