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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Periandi is a financial advisor at Commonwealth Financial Network, licensed to provide investment advice in Pennsylvania and Florida. Joseph Michael Periandi has been in the financial services industry since September 2018 and holds the Series 63, Series 65, Series 7TO and SIE licenses. Joseph Michael Periandi offers a wide range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Commonwealth Financial Network specializes in providing financial services to a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/06/2018 - Present
Commonwealth Financial Network (Wyomsissing PA)
BC
Issued 06/08/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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