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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Balestra is a financial professional with over 20 years of experience in the industry. Joseph Balestra is registered with Victory Capital Management Inc. and has a Series 6, 7, 63, and 65 licenses along with the SIE designation. He has experience working with a number of firms, including Blackrock Investments, LLC, State Street Research Investment Services, Inc., Vestax Securities Corporation, Smith Barney Inc. and New England Securities. Joseph Balestra has worked in both the investment advisor and broker-dealer space and specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
01/08/2018 - Present
Victory Capital Management Inc. (Sagamore Hills OH)
NJ
10/13/2006 - 04/14/2016
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
MA
04/09/2001 - 10/17/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
OH
12/07/1999 - 12/19/2000
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
09/28/1995 - 11/21/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
12/21/1993 - 08/15/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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