Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Adinolfi has been active in the financial services industry for over 20 years. He is a Registered Principal and has passed the Series 24, Series 4, Series 9, and Series 10 exams. He is currently registered with Citigroup Global Markets Inc. in New York. Prior to joining Citigroup Global Markets Inc., Joseph Michael Adinolfi worked at Goldman Sachs & Co. LLC, UBS International Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FLEET SECURITIES, INC., DATEK ONLINE FINANCIAL SERVICES LLC, and DATEK ONLINE BROKERAGE SERVICES LLC. Joseph Michael Adinolfi is a strong advocate for his clients and strives to provide them with the best possible investment advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
1
2
NY
07/31/2020 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
08/16/2006 - 08/12/2020
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
02/15/2005 - 08/16/2006
UBS INTERNATIONAL INC. (NEW YORK NY)
MA
10/20/2004 - 02/16/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/27/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
10/10/2002 - 05/26/2004
FLEET SECURITIES, INC. (DALLAS TX)
NJ
06/30/2001 - 09/24/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
12/07/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2002
Series 4 - Registered Options Principal Examination
BC
Issued 04/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Adinolfi is the right advisor for you? Invested Better is here to help.
