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 Fecio is a financial advisor registered with Commonwealth Financial Network in Depew, New York. Joseph has been in the financial services industry since December 10, 1997. He previously worked with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and M&T Securities, Inc. Joseph has passed the Series 63, Series 7, and SIE exams. Joseph specializes in providing financial advice to individuals, corporations, and other businesses. He offers a range of financial services, including financial planning, portfolio management, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
03/01/2017 - Present
Commonwealth Financial Network (Depew NY)
NY
10/02/2000 - 03/06/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (AMHERST NY)
IN
10/02/2000 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
11/28/1997 - 09/18/2000
M&T SECURITIES, INC. (BALTIMORE MD)
BC
Issued 12/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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