Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lefebvre is a financial advisor at Fidelity Personal And Workplace Advisors. Joseph has been in the financial services industry since 2022. Joseph has a combined experience of over 6 years working in several roles at organizations such as Cross Point Financial Advisors, LLC, Sudbury Design Group, Equity Services, Inc., The Quintessential Experience In Financial Service/National Life, Breau Lawn And Landscape, JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC and LPL Financial, LLC. Joseph has a strong understanding of financial markets and is committed to providing clients with personalized financial advice.
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
NY
06/28/2024 - Present
Fidelity Personal AND Workplace Advisors (LAKE GROVE NY)
NY
11/02/2023 - 06/04/2024
J.P. MORGAN SECURITIES LLC (GREENVALE NY)
NY
10/07/2022 - 09/14/2023
EQUITY SERVICES, INC. (HAUPPAUGE NY)
BOTH
Issued 11/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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