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 Dorrycott is a financial advisor who has been in the industry for over 30 years. Joseph is a registered representative with LPL Financial LLC, a registered investment advisor, and has been with the firm since December 2017. Previously, Joseph worked at Oppenheimer & Co. Inc. from January 2009 to December 2017 and Janney Montgomery Scott LLC from January 2001 to January 2009. Joseph is licensed in multiple states and holds the Series 7, Series 63, and Series 65 licenses. Joseph has a strong track record of providing financial planning and portfolio management services to individuals, businesses, and institutions.
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
12/15/2017 - Present
LPL Financial LLC (IRWIN PA)
PA
01/12/2009 - 12/22/2017
OPPENHEIMER & CO. INC. (MONROEVILLE PA)
PA
01/26/2001 - 01/14/2009
JANNEY MONTGOMERY SCOTT LLC (PITTSBURGH PA)
MO
03/16/1993 - 02/03/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/08/1992 - 03/08/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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