Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Matthew Pasquinelli is an Investment Advisor Representative at Portfolio Medics, LLC, where he has been employed since August 2022. Joseph has been in the financial services industry for over 7 years and holds the Series 65 license. Joseph has a diverse background, having worked at Saint Joseph Preparatory High School, Asurea Insurance Services, and Alpha Retirement Wealth LLC before joining Portfolio Medics. Joseph also works as an independent insurance agent for One Life America/Heartland Financial. Joseph specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
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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CA
01/01/2025 - Present
Portfolio Medics, LLC (Sacramento CA)
IA
Issued 09/18/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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