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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Patrick Stanzi is an investment advisor representative at McDonald Partners LLC. Joseph has been in the industry since 1986. Joseph is registered with the state of Ohio, and Texas. Joseph holds Series 7, 8, 9, 10, 63, 65, and SIE licenses. Joseph specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. McDonald Partners LLC offers a variety of services to individual and institutional clients, including financial planning, investment management, and retirement planning. The firm has been in business since 2009 and has offices in Cleveland, Ohio.
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.
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.
1
2
OH
01/15/2020 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
02/09/2007 - 08/06/2009
UBS FINANCIAL SERVICES INC. (MENTOR OH)
OH
08/28/1992 - 02/09/2007
MCDONALD INVESTMENTS INC. (MENTOR OH)
PA
09/29/1986 - 08/31/1992
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 11/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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