Unclaimed
Joseph Simonian is a financial professional with over 15 years of experience in the financial services industry. He is currently registered with Fidelity Brokerage Services LLC. Joseph has a background in both investment banking and financial advising and is passionate about helping clients achieve their financial goals. Joseph is a Series 7, Series 24, and Series 63 licensed professional and is committed to providing high-quality, personalized service to each of his clients.
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.
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.
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2
RI
01/01/2013 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MA
03/02/2007 - 08/08/2007
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
RI
11/30/2000 - 02/27/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 07/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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