Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Leo Bartosic is a financial advisor registered with Fidelity Personal And Workplace Advisors. Joseph has been in the financial industry since April 24, 2019. Joseph is licensed to provide financial advice in 29 states including Texas and Virginia. He holds the Series 66, Series 7TO and SIE licenses, as well as the Certified Financial Planner designation. Joseph has a diverse background in the financial industry, including experience with the Colorado Rockies and Economic Consulting Services. His clients include individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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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VA
07/29/2019 - Present
Fidelity Personal AND Workplace Advisors (RESTON VA)
BOTH
Issued 06/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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