Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Minaudo is a financial advisor with over 20 years of experience in the industry. Joseph currently works at J.P. Morgan Securities LLC and holds FINRA Series 7, 24, and 66 licenses. Joseph has been registered with FINRA since 2002. Joseph has held prior roles at Chase Investment Services Corp., Gunnallen Financial, Inc, and Sands Brothers & Co., Ltd. Joseph has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisers to clients. Joseph is registered to provide investment advisory services in 53 states and jurisdictions. Joseph also offers real estate investment services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (New York NY)
NY
09/18/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
09/13/2004 - 09/19/2006
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
NY
08/05/2002 - 10/19/2004
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BOTH
Issued 9/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/9/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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