Unclaimed
Joseph Krasniewicz is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph Krasniewicz has been in the industry since November 27, 2008. Joseph Krasniewicz currently works out of the Melville, NY branch office. Joseph Krasniewicz's previous employers include David Lerner Associates, Inc., Lifemark Securities Corp., Chase Investment Services Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, and Ameriprise Financial Services, Inc.. Joseph Krasniewicz is registered in the state of New York to provide investment advice. The individual advisor holds the Series 66, Series 7, and SIE licenses.
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
NY
04/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Melville NY)
NY
05/15/2014 - 11/17/2014
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
04/03/2014 - 05/23/2014
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NY
10/02/2009 - 04/10/2012
CHASE INVESTMENT SERVICES CORP. (MERRICK NY)
NY
03/08/2007 - 10/13/2009
METLIFE SECURITIES INC. (MELVILLE NY)
NY
03/08/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
NY
11/21/2006 - 02/21/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MITCHEL FIELD NY)
BOTH
Issued 12/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2006
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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