Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Nicholas Altobello has over 20 years of experience in the financial services industry. Joseph currently works at Raymond James & Associates, Inc., where Joseph has been employed since October 2014. Before joining Raymond James & Associates, Inc., Joseph worked at Oppenheimer & Co. Inc., CIBC World Markets Corp., Schroder & Co. Inc. and Salomon Smith Barney Inc. Joseph holds the Series 63, SIE, Series 87, and Series 7 licenses and is registered to conduct business in New Jersey and New York.
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.
Please see note in schedule d - miscellaneous
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
NY
10/14/2014 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
01/14/2008 - 10/07/2014
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/27/2000 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
05/05/1999 - 03/14/2000
SCHRODER & CO. INC. (NEW YORK NY)
NY
09/30/1998 - 05/05/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 01/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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