Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Trotto is a financial advisor with over 10 years of experience in the financial services industry. Joseph is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since June 2020. Joseph has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and TD Ameritrade. Joseph holds the Series 7, Series 63, Series 66 and SIE licenses and is a Certified Financial Planner. Joseph has a diverse background in providing financial advice to individuals, families, and businesses. Joseph specializes in providing financial planning, portfolio management, and investment advice. Joseph is dedicated to helping clients achieve their financial goals and has a proven track record of success. Joseph is also a landlord and spends a small amount of time on this business annually.
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.
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.
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.
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2
FL
08/13/2021 - Present
Fidelity Personal AND Workplace Advisors (FT. LAUDERDALE FL)
FL
11/08/2019 - 06/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
04/16/2014 - 11/10/2019
TD AMERITRADE, INC. (AVENTURA FL)
NY
02/21/2014 - 04/03/2014
REID & RUDIGER LLC (NEW YORK NY)
NY
08/30/2013 - 02/19/2014
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
FL
07/01/2013 - 08/20/2013
KOVACK SECURITIES INC. (FORT LAUDERDALE FL)
BOTH
Issued 05/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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