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 McDonagh is a financial professional with over 30 years of experience in the financial services industry. Joseph is currently registered with LPL Financial LLC and has a wide range of experience serving individuals, families, businesses and institutions. Prior to joining LPL Financial LLC, Joseph was associated with Waddell & Reed, Inc. for 8 years and with MML Investors Services, LLC for 22 years. Joseph offers a variety of financial services including financial planning, retirement planning, college savings planning, insurance and investment management.
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.
1
2
CT
07/21/2021 - Present
LPL Financial LLC (HAMDEN CT)
CT
12/04/2013 - 07/21/2021
WADDELL & REED (HAMDEN CT)
CT
07/24/1991 - 12/09/2013
MML INVESTORS SERVICES, LLC (HAMDEN CT)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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