Unclaimed
Joseph Louis Demarsico is a financial advisor registered with J.p. Morgan Securities LLC. Joseph is also registered with FINRA. His practice offers a variety of services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Joseph Louis Demarsico has been in the industry since February 22, 2009. He has held positions with Chase Investment Services Corp. and EWealth Securities, Inc. in addition to his current position.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (NANUET NY)
NY
05/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ORANGEBURG NY)
NY
10/01/1999 - 12/20/2002
EWEALTH SECURITIES, INC. (WHITE PLAINS NY)
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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