Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Demarco is a financial advisor currently registered with Wells Fargo Clearing Services, LLC, located in Saint Louis, Missouri. Joseph has been in the financial services industry since November 1983. Prior to his current position, he was with Wolfe & Hurst Bond Brokers Inc., Shatkin-Lee Securities Co., Financial Clearing & Services Corporation, KMS Corporate Brokers, Inc., and Chapdelaine & Co. Joseph has a Series 7, Series 63, and SIE licenses. He is registered in Missouri.
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.
Investment consulting services to institutional clients
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
MO
07/23/1992 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NJ
03/21/1988 - 06/22/1992
WOLFE & HURST BOND BROKERS INC. (JERSEY CITY NJ)
NA
07/17/1987 - 03/02/1988
SHATKIN-LEE SECURITIES CO.
NA
02/12/1986 - 01/20/1988
FINANCIAL CLEARING & SERVICES CORPORATION
NA
11/02/1983 - 02/02/1987
KMS CORPORATE BROKERS, INC.
NA
10/12/1983 - 07/24/1984
CHAPDELAINE & CO.
BC
Issued 12/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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