Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Louis Dicandio is a financial professional with over 30 years of experience in the financial services industry. Joseph has a strong background in investment advising and securities. Joseph is currently registered with Equitable Advisors, LLC and previously held positions at Wachovia Securities, LLC, Prudential Securities Incorporated, Gruntal & Co. Incorporated, Robert Todd Financial Corp., and Ladenburg, Thalmann & Co., Inc. Joseph's experience includes a broad range of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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
07/01/2005 - Present
Equitable Advisors, LLC (NEW YORK NY)
MO
07/01/2003 - 04/21/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/15/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/22/1994 - 08/21/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/12/1993 - 04/21/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
01/31/1992 - 05/25/1993
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NY
11/13/1989 - 01/27/1992
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
04/28/1989 - 08/19/1989
GLOBAL AMERICA INCORPORATED
NY
12/03/1987 - 04/26/1989
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
BC
Issued 01/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 12/25/1994
Series 14 - Compliance Officer Examination
BC
Issued 06/13/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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