Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Loschiavo is a financial advisor with over 18 years of experience in the financial services industry. Joseph is currently registered with LPL Financial LLC in New York and is also registered in several other states. Previously, Joseph worked at M&T Securities, Inc., HSBC Securities (USA) Inc. and MetLife Securities Inc. Joseph specializes in providing a range of financial services to individuals, corporations and charitable organizations. Joseph has a strong background in investment management, financial planning, and retirement planning.
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
NY
06/09/2021 - Present
LPL Financial LLC (WEST SENECA NY)
NY
03/12/2012 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
NY
01/04/2010 - 03/12/2012
HSBC SECURITIES (USA) INC. (CHEEKTOWAGA NY)
NY
09/08/2005 - 12/10/2009
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
09/08/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WILLIAMSVILLE NY)
IA
Issued 03/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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