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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Leo Downey is a financial advisor with over 24 years of experience in the financial services industry. Joseph is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) and is licensed to provide investment advice in multiple states. Joseph is affiliated with Private Client Asset Management, Inc., and manages a client base of over 333 individuals and families. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, FIDELITY BROKERAGE SERVICES LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Joseph specializes in providing comprehensive financial planning services and portfolio management.
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.
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
02/09/2021 - Present
Private Client Asset Management, Inc. (MASSAPEQUA NY)
NY
05/13/2009 - 02/07/2011
PURSHE KAPLAN STERLING INVESTMENTS (GARDEN CITY NY)
NY
06/26/2000 - 03/11/2008
FIDELITY BROKERAGE SERVICES LLC (GARDEN CITY NY)
MN
05/21/1998 - 06/06/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/21/1998 - 06/06/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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