Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lopresti is a registered representative with J.P. Morgan Securities LLC. Joseph has been in the industry for over 10 years and is registered in multiple states. Joseph is based in Mineola, NY, and also serves clients in Babylon, NY. Joseph specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Joseph has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Joseph holds a Series 66 license.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
01/14/2025 - Present
J.p. Morgan Securities LLC (Mineola NY)
Active
Inactive
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