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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Porcelli is a financial advisor with Cetera Investment Advisers LLC, located in Boca Raton, FL. Joseph has been in the financial services industry since 2001. Joseph is registered with the state of Florida as an Investment Advisor Representative (IAR). Joseph holds a Series 7 General Securities Representative License and a Series 66 Uniform Combined State Law Examination, as well as the Securities Industry Essentials (SIE) exam. Joseph provides financial services to individuals, high-net-worth individuals, corporations or businesses, pension and profit sharing plans, charitable organizations, and banking or thrift institutions. Joseph's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and E*TRADE Securities LLC.
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.
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
07/16/2024 - Present
Cetera Investment Advisers LLC (Boca Raton FL)
FL
09/07/2023 - 07/11/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
01/11/2023 - 08/24/2023
MORGAN STANLEY (Plantation FL)
FL
01/13/2016 - 08/24/2023
E*TRADE SECURITIES LLC (Plantation FL)
FL
03/11/2011 - 01/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
FL
06/01/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
FL
07/16/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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