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 Dellisanti has been a registered representative since May 1995. He is currently registered with Onedigital Investment Advisors and Triad Advisors. Joseph has held previous registrations with several firms, including LPL Financial, NRP Financial, Investors Security Company, NFP Securities, Raymond James Financial Services, and W.S. Griffith & Co. Joseph is a Series 6, 63, 65, and SIE licensed advisor. Joseph holds a total of 5 state registrations. He has been in the financial industry for over 25 years.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
11/02/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
VA
12/02/2021 - 08/23/2024
TRIAD ADVISORS LLC (Virginia Beach VA)
MD
11/30/2010 - 12/10/2021
LPL FINANCIAL LLC (TOWSON MD)
VA
11/02/2007 - 11/30/2010
NRP FINANCIAL, INC. (VIRGINIA BEACH VA)
VA
09/27/2005 - 11/02/2007
INVESTORS SECURITY COMPANY, INC. (VIRGINIA BEACH VA)
TX
03/10/2005 - 08/03/2005
NFP SECURITIES, INC. (AUSTIN TX)
FL
01/02/2001 - 03/15/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CT
01/25/1999 - 01/08/2001
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
VA
03/04/1998 - 09/02/1998
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NJ
05/23/1995 - 02/23/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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