Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Patrick Hassett is a financial advisor who has been active in the industry since July 20, 1989. Joseph has a strong record of success in helping clients achieve their financial goals. Joseph currently works as a financial advisor with Janney Montgomery Scott LLC in Warwick, Rhode Island. Prior to joining Janney Montgomery Scott LLC, Joseph held positions with BANC of AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FLEET SECURITIES, INC. and FLEET SECURITIES INC. Joseph is licensed to provide investment advice in 16 states and holds several industry certifications, including Series 6, 7, 63, and 65 licenses.
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.
Fee plus commission
1
2
RI
05/29/2009 - Present
Janney Montgomery Scott LLC (Warwick RI)
RI
10/20/2004 - 06/04/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
NY
01/02/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
02/02/1998 - 01/02/2001
FLEET SECURITIES, INC. (DALLAS TX)
NY
07/21/1989 - 02/02/1998
FLEET SECURITIES INC. (NEW YORK NY)
IA
Issued 04/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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