Unclaimed
Joseph O'Hare is a registered representative with Brighton Securities Corp. based in Rochester, New York. Joseph is a Series 7, Series 57, and Series 66 licensed professional with over 2 years of experience in the financial services industry. Joseph focuses on providing financial planning, selection of other advisors, and portfolio management services to individual and business clients. Joseph has previously worked at Great Point Capital LLC in Chicago, Illinois.
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.
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
07/24/2023 - Present
Brighton Securities Corp. (ROCHESTER NY)
IL
02/02/2022 - 08/16/2022
GREAT POINT CAPITAL LLC (CHICAGO IL)
BOTH
Issued 07/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2022
Series 57TO - Securities Trader Exam
BC
Issued 06/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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