Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Minieri is a financial professional with over 30 years of experience in the industry. Joseph is a registered representative with MML Investors Services, LLC and has been with the firm since March 2017. Prior to joining MML Investors Services, LLC, Joseph was with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Joseph holds the Series 63, Series 7, Series 24, and Series 4 licenses and is a registered investment advisor representative in New York and Texas. Joseph also has a Series SIE license.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
01/17/2019 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
02/11/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
02/11/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NJ
08/03/1998 - 10/23/2003
CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)
NY
03/17/1997 - 07/31/1998
SHARPE CAPITAL, INC. (NEW YORK NY)
NY
06/09/1994 - 02/21/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NY
07/26/1993 - 06/07/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NA
08/20/1990 - 09/07/1993
AMERICAN BOND GROUP, INC.
NA
10/09/1986 - 08/24/1990
J. W. GANT & ASSOCIATES, INC.
NA
11/11/1987 - 11/23/1987
DIVERSIFIED EQUITIES CORP.
NA
11/23/1983 - 10/14/1986
NORBAY SECURITIES INC.
BC
Issued 03/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 05/09/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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