Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Dedo is a financial advisor with LPL Financial LLC, a large firm with offices in Fort Mill, South Carolina. Joseph has been working in the financial industry since 1996 and has held licenses in multiple states. His specializations include investment management, financial planning, and insurance sales. Joseph has a strong track record of helping clients achieve their financial goals and can help you with a wide range of financial planning needs.
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.
Consulting and other non-discretionary advisory services
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
CT
07/21/2021 - Present
LPL Financial LLC (SOUTHBURY CT)
CT
10/04/2001 - 07/21/2021
WADDELL & REED (SOUTHBURY CT)
NJ
05/10/1996 - 07/24/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Dedo is the right advisor for you? Invested Better is here to help.
