Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Marinaccio is a financial advisor with over 15 years of experience in the financial services industry. Joseph Marinaccio is currently registered with Raymond James & Associates, Inc. and has previously been registered with Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., R. Seehaus & Co., Inc., and PNC Investments. Joseph Marinaccio is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. Joseph Marinaccio specializes in providing financial planning, portfolio management, pension consulting, and educational seminars for individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NJ
10/05/2022 - Present
Raymond James & Associates, Inc. (MORRISTOWN NJ)
NJ
03/27/2015 - 10/03/2022
WELLS FARGO CLEARING SERVICES, LLC (FAIRFIELD NJ)
NJ
10/01/2012 - 04/08/2015
J.P. MORGAN SECURITIES LLC (ROSELAND NJ)
NJ
05/28/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EAST HANOVER NJ)
NJ
03/01/2010 - 05/12/2010
R. SEELAUS & CO.,INC. (CHATHAM NJ)
NJ
04/02/2008 - 03/05/2010
PNC INVESTMENTS (WASHINGTON TWP. NJ)
NJ
07/18/2007 - 03/17/2008
WACHOVIA SECURITIES, LLC (WEEHAWKEEN NJ)
IA
Issued 06/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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