Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Accardi is an investment advisor representative with LPL Financial LLC. Joseph has been in the securities industry since August 9, 1981, and is registered with the state of Massachusetts. Joseph has previously worked with First Allied Securities, Inc., FFP Securities, Inc., Oftring & Company, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
12/09/2021 - Present
LPL Financial LLC (WILBRAHAM MA)
MA
05/30/2008 - 11/29/2021
FIRST ALLIED SECURITIES, INC. (WILBRAHAM MA)
MA
08/15/1994 - 05/30/2008
FFP SECURITIES, INC. (WILBRAHAM MA)
CA
07/05/1991 - 08/15/1994
OFTRING & COMPANY, INC. (LOS ANGELES CA)
NY
04/11/1981 - 03/05/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/28/1982 - 06/27/1983
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 04/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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