Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mellusi has been active in the financial services industry since May 1992. Currently, Joseph is a Registered Representative at Newbridge Financial Services Group, Inc.. Joseph is a securities professional with a strong background and expertise in the industry. Prior to joining Newbridge Financial Services Group, Inc., Joseph has held various positions at firms such as MAXIM GROUP LLC, EASTBROOK CAPITAL GROUP LLC, FIRST REPUBLIC GROUP, LLC, NICHOLS, SAFINA, LERNER & CO. INC., GRUNTAL & CO. INCORPORATED and GILFORD SECURITIES INCORPORATED.
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.
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.
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.
Promoter fees
1
2
NY
01/07/2019 - Present
Newbridge Financial Services Group, Inc. (NEW YORK NY)
NY
11/24/2008 - 12/12/2011
MAXIM GROUP LLC (NEW YORK NY)
NY
01/04/2007 - 11/24/2008
EASTBROOK CAPITAL GROUP LLC (NEW YORK NY)
NY
02/27/1998 - 08/15/2006
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
NY
03/18/1994 - 02/01/1998
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
NY
01/17/1992 - 03/23/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
10/09/1991 - 12/06/1991
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 02/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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