Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Napolitano is a financial advisor who has been in the industry since November 6, 2006. Joseph is currently registered with Gladstone Wealth Partners in Palm Beach Gardens, FL. Joseph has been registered with Gladstone Wealth Partners since September 29, 2023. Previously, Joseph worked for Financial Resources Group Investment Services, LLC in Chester, NJ. Joseph also held positions at First Standard Financial Company LLC in Melville, NY, National Securities Corporation in Poughkeepsie, NY, and Prime Capital Services, Inc. in Poughkeepsie, NY. Joseph has a variety of licenses and certifications, including Series 7, Series 24, Series 52, Series 53, and Series 66. Joseph specializes in providing financial planning, investment management, and retirement planning services to individuals, businesses, and charities.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/29/2023 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NJ
02/23/2021 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (Chester NJ)
NY
06/06/2018 - 01/30/2019
FIRST STANDARD FINANCIAL COMPANY LLC (Melville NY)
NY
08/28/2013 - 06/01/2018
NATIONAL SECURITIES CORPORATION (POUGHKEEPSIE NY)
NY
01/23/2013 - 09/10/2013
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
12/12/2005 - 04/09/2012
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
BOTH
Issued 03/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2010
Series 4 - Registered Options Principal Examination
BC
Issued 06/19/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Napolitano is the right advisor for you? Invested Better is here to help.
