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 Lanzisera is a financial professional registered with Castleoak Securities, LP and is based in New York. Joseph Patrick Lanzisera has over 20 years of experience in the financial services industry. Joseph Patrick Lanzisera holds the Series 7 and Series 63 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.
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.
1
2
NY
07/17/2023 - Present
Castleoak Securities, LP (NEW YORK NY)
NY
02/21/2023 - 07/20/2023
EXCEL SECURITIES & ASSOCIATES, INC. (ROCHESTER NY)
NY
03/01/2021 - 10/14/2021
SEAPORT GLOBAL SECURITIES LLC (NEW YORK NY)
NY
02/16/2021 - 03/03/2021
TULLETT PREBON FINANCIAL SERVICES LLC (New York NY)
NY
11/19/2009 - 01/04/2021
BGC FINANCIAL, L.P. (NEW YORK NY)
NY
01/03/2007 - 12/10/2009
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
NY
08/31/1999 - 03/19/2007
CHAPDELAINE CORPORATE SECURITIES & CO (NEW YORK NY)
NY
07/01/1998 - 07/30/1999
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
12/24/1996 - 07/01/1998
COWEN & CO. (NEW YORK NY)
BC
Issued 05/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Lanzisera is the right advisor for you? Invested Better is here to help.
