Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Keleher is a financial advisor with Equitable Advisors, LLC. Joseph has been a financial advisor for over 50 years, having been active in the industry since 1973. Joseph holds Series 63, Series 65, Series 7TO, SIE, and Series 1 licenses and has been registered in multiple states including California, Kentucky, Maryland, New Jersey, New York, Pennsylvania, and Virginia. He is currently licensed to provide investment advice and securities products in these states. Prior to working with Equitable Advisors, LLC Joseph has worked with The Equitable Life Assurance Society of the United States, Capital Analysts, Incorporated, and FML Funds Distribution Company. Joseph specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. He can be reached at the Bala Cynwyd, PA branch of Equitable Advisors, LLC.
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.
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.
1
2
PA
11/08/2016 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
04/16/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
OH
02/01/1974 - 04/15/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
02/02/1973 - 02/01/1974
FML FUNDS DISTRIBUTION COMPANY
BC
Issued 04/18/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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