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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Matovick is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Joseph has been in the financial services industry since 1995 and has held various roles at different firms, including Citicorp Investment Services and Fidelity Brokerage Services LLC. Joseph specializes in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals. Joseph is registered in 15 states and holds multiple licenses, including Series 7, Series 24, Series 63, and Series 65. Joseph is also the owner of Park Slope Wealth Management, LLC.
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.
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2
NY
02/18/2010 - Present
Wells Fargo Advisors Financial Network, LLC (BROOKLYN NY)
NY
05/29/2007 - 03/01/2010
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
07/31/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (BROOKLYN NY)
RI
02/07/2000 - 08/24/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
10/09/1998 - 01/21/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
FL
05/13/1998 - 06/26/1998
EMERSON BENNETT & ASSOCIATES (FT. LAUDERDALE FL)
FL
05/09/1997 - 02/10/1998
BRAUER & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
02/26/1997 - 06/05/1997
SHAMUS GROUP, INC.
NY
03/26/1996 - 02/26/1997
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
03/27/1995 - 03/27/1996
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 10/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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