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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 Dambrosio is a financial advisor who has been in the industry since January 21, 1988. Joseph is currently registered with LPL Financial LLC and has been registered with the firm since December 7, 2020. Prior to joining LPL Financial LLC, Joseph worked for SAGEPOINT FINANCIAL, INC. from October 31, 2008 until December 14, 2020. Before that, Joseph worked for AMERICAN GENERAL SECURITIES INCORPORATED from June 1, 2001 until October 31, 2008. Joseph's first role in the industry was with THE ADVISORS GROUP, INC. from January 22, 1988 until June 1, 2001. Joseph is currently licensed to provide financial advice in 17 states. Joseph has passed the Series 63, 65, 7, and SIE exams.
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.
1
2
PA
12/07/2020 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
10/31/2008 - 12/14/2020
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
PA
06/01/2001 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PITTSBURGH PA)
MD
01/22/1988 - 06/01/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 08/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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