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 Ferry is a financial advisor registered with Lifemark Securities Corp. and has been in the financial services industry since June 1994. Joseph has been registered with Lifemark Securities Corp. since January 2010 and has a strong track record of providing investment advice to individual clients. Joseph has a background in insurance sales and has held various positions in the industry. Joseph is a registered representative and investment advisor representative and is licensed to sell securities in Connecticut, Florida, Massachusetts, and New York. Joseph's specializations include financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial 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
CT
01/03/2012 - Present
Lifemark Securities Corp. (NAUGATUCK CT)
CT
12/05/2008 - 12/31/2009
MML INVESTORS SERVICES, INC. (NAUGATUCK CT)
NY
04/10/1996 - 12/08/2008
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NY
11/30/1995 - 05/15/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
01/11/1994 - 06/19/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/11/1994 - 06/19/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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