Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Meccia is an investment advisor representative for LPL Financial LLC. Joseph has been in the financial services industry for over 20 years and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. He provides a wide range of advisory services, including financial planning, portfolio management, and consulting services. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24, Series 63, and Series 65 licenses. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
FL
04/25/2018 - Present
LPL Financial LLC (SEMINOLE FL)
FL
04/30/2007 - 12/07/2017
INVEST FINANCIAL CORPORATION (CLEARWATER FL)
NC
10/03/2006 - 02/22/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
FL
05/16/2006 - 09/19/2006
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NC
12/10/2005 - 05/19/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
12/08/2000 - 11/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
08/22/2000 - 11/21/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
05/26/2000 - 06/27/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/26/2000 - 06/27/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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