Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Silvestri is a financial advisor with Commonwealth Financial Network in Freehold, New Jersey. Joseph has been in the financial services industry since 1988. Joseph holds a Series 6, 7, 22, 63, and 65 license and is registered in 23 states, including New Jersey, California, and Texas. Joseph is a Certified Financial Planner™ and a Chartered Financial Consultant. Joseph's experience allows him to provide a wide range of financial services, including investment advice, financial planning, and insurance. Joseph is committed to providing his clients with personalized service and guidance to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
02/24/2023 - Present
Commonwealth Financial Network (Freehold NJ)
NJ
03/25/2017 - 02/27/2023
MML INVESTORS SERVICES, LLC (FREEHOLD NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
03/21/1988 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
IA
Issued 12/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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