Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mark Petry is a financial advisor with over 30 years of experience in the financial services industry. Joseph has worked with LPL Financial LLC, Ameriprise Financial Services, LLC, Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Gruntal & Co., L.L.C., H.J. Meyers & Co., Inc., and L.C. Wegard & Co., Inc.. Joseph holds the Series 7, Series 63, and Series 65 licenses. Joseph is a registered representative with the state of Delaware. Joseph provides financial planning, portfolio management, and other advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
DE
10/30/2024 - Present
LPL Financial LLC (WILMINGTON DE)
PA
03/29/2018 - 08/20/2024
AMERIPRISE FINANCIAL SERVICES, LLC (ALLENTOWN PA)
PA
06/05/2007 - 04/19/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)
PA
04/29/2002 - 06/05/2007
RYAN BECK & CO. (CONSHOHOCKEN PA)
NY
09/05/1995 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
09/23/1994 - 10/04/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
08/03/1994 - 09/26/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
04/23/1992 - 08/23/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 10/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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