Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lepore is an investment advisor representative at Calton & Associates, Inc. and Wincap Financial LLC. He is registered with the state of Massachusetts to provide investment advice and is a Registered Representative with the Financial Industry Regulatory Authority (FINRA). Joseph has been in the securities industry since August 2018. He holds the Series 66, Series 7 and SIE licenses. Joseph works with individuals, high-net-worth individuals, and pension and profit-sharing plans. His firm offers investment advisory services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Joseph also offers investment advisory services to individuals and businesses in the following areas: pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
06/04/2024 - Present
Calton & Associates, Inc. (Peabody MA)
MA
08/28/2018 - 05/16/2024
EDWARD JONES (Peabody MA)
BOTH
Issued 09/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Lepore is the right advisor for you? Invested Better is here to help.
