Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Palmucci is an investment advisor representative at LPL Financial LLC, a large firm based in Fort Mill, South Carolina. Joseph has been working in the financial services industry for over 20 years, and has a wide range of experience in both investment advisory and insurance sales. Joseph is also a municipal corporation reconciler for the city of Shelton, CT, and a board member for The Amity Club of New Haven, CT. Joseph offers portfolio management services for both individuals and businesses, as well as financial planning, pension consulting, educational seminars, and other non-discretionary advisory services.
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.
1
2
CT
04/13/2023 - Present
LPL Financial LLC (SHELTON CT)
CT
05/21/2010 - 07/21/2021
WADDELL & REED (SHELTON CT)
CT
06/01/2009 - 06/18/2010
MORGAN STANLEY SMITH BARNEY (NEW HAVEN CT)
CT
07/23/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW HAVEN CT)
CT
05/25/2004 - 03/21/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
BC
Issued 07/05/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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