Unclaimed
Joseph Pascarella has been a financial advisor since 1992 and is currently registered with LPL Financial LLC in Red Bank, NJ. Joseph has a broad range of experience in the financial services industry, having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining LPL Financial LLC. Joseph is licensed to provide securities and investment advisory services in California, Florida, Massachusetts, New Jersey, New York and North Carolina. Joseph specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Joseph is also a registered principal, which means that he is responsible for supervising other financial advisors.
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.
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2
NJ
06/05/2002 - Present
LPL Financial LLC (RED BANK NJ)
NY
07/10/1992 - 06/29/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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