Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Leroy is an investment advisor representative with Fenimore Asset Management, Inc., located in Albany, New York. Joseph has been in the financial services industry since June 25, 2007. Joseph holds both Series 7 and Series 63 licenses, as well as the SIE exam. They are registered with the state of New York and with FINRA. Joseph specializes in a variety of investment strategies, including individual and business portfolio management, financial planning, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NY
05/09/2022 - Present
Fenimore Asset Management, Inc. (ALBANY NY)
NY
01/04/2021 - 05/04/2022
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
06/13/2008 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
11/05/2003 - 10/26/2004
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 09/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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