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 Desipio is a financial professional with over six years of experience in the industry. Joseph is a registered representative with Eagle Strategies LLC, and has previously worked with NYLIFE SECURITIES LLC and NYLIFE DISTRIBUTORS LLC. Joseph holds several professional licenses, including Series 6, 7TO, 26 and 63, and is a Chartered Financial Consultant. Joseph specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
PA
04/27/2022 - Present
Eagle Strategies LLC (BALA CYNWYD PA)
NY
08/15/2016 - 10/15/2019
NYLIFE DISTRIBUTORS LLC (White Plains NY)
NY
06/23/2016 - 08/17/2016
NYLIFE SECURITIES LLC (SLEEPY HOLLOW NY)
BC
Issued 10/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/2/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 2/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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