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 Digiso is a financial advisor registered with Wells Fargo Clearing Services, LLC. Joseph has been in the financial services industry for over 12 years. Prior to joining Wells Fargo Clearing Services, LLC, Joseph was employed by PNC INVESTMENTS and Wells Fargo Advisors, LLC. Joseph holds the Series 7, Series 63 and Series 66 securities licenses. Joseph John Digiso specializes in portfolio management for individuals and businesses.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
05/24/2023 - Present
Wells Fargo Clearing Services, LLC (MANALAPAN NJ)
NJ
11/04/2013 - 05/25/2023
PNC INVESTMENTS (AVENEL NJ)
NJ
06/05/2013 - 10/29/2013
WELLS FARGO ADVISORS, LLC (OAKHURST NJ)
NJ
01/20/2012 - 01/15/2013
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NJ
01/14/2011 - 12/07/2011
AXA ADVISORS, LLC (WOODBRIDGE NJ)
NJ
11/14/2011 - 11/17/2011
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
BOTH
Issued 12/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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