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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 Brodecki is an investment advisor representative at Alliancebernstein LP. Joseph has been in the industry since 1987 and has a strong track record of success. He is a Certified Financial Planner and holds the Series 7, 31, 63, and 65 licenses. Joseph provides a range of advisory services to individuals, businesses, and institutions. These services include financial planning, portfolio management, and asset allocation. Joseph has extensive experience working with a diverse clientele, including high-net-worth individuals, corporations, and investment companies. He is committed to providing his clients with personalized attention and customized investment solutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
05/20/2013 - Present
Alliancebernstein LP (WASHINGTON DC)
NY
05/22/1997 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
DC
01/10/1997 - 05/29/1997
WACHTEL & CO., INC. (WASHINGTON DC)
VA
01/07/1992 - 12/31/1994
MASON SECURITIES, INC. (RESTON VA)
MN
05/23/1988 - 12/31/1989
PLANNERS FINANCIAL SERVICES, INC. (MENDOTA HEIGHTS MN)
NA
06/24/1987 - 05/04/1988
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
IA
Issued 09/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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