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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 John Valdrini has been a registered representative since 1979 and an investment advisor representative since 1998. Joseph John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in 32 states. Joseph John is a general securities representative and has experience with a variety of securities and investment products. Joseph John has a proven track record of success in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
DE
02/26/1985 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILMINGTON DE)
IA
Issued 03/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1987
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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