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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 Paul Bennett is a financial advisor with Fidelity Personal And Workplace Advisors. Joseph has been in the financial services industry since 1992. He has a wide range of experience with financial planning, portfolio management for individuals and businesses, and educational seminars. Joseph holds the Series 7 and Series 66 securities licenses. He is registered with the states of New York and Texas. Joseph has also worked with HSBC Securities (USA) Inc., MBSC Securities Corporation, First Montauk Securities Corp., American Investment Services, Inc., The Dreyfus Service Corporation, Independent Financial Securities, Inc., Prudential Securities Incorporated, First Choice Securities Corp., and Chatfield Dean & Co., Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
01/22/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
02/01/2017 - 08/15/2022
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
04/24/2003 - 10/14/2016
MBSC SECURITIES CORPORATION (New York NY)
NJ
02/22/2002 - 04/02/2003
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
OK
09/17/1997 - 02/22/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
NY
11/09/1995 - 09/25/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
02/16/1995 - 10/12/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
05/19/1992 - 03/01/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/15/1992 - 04/29/1992
FIRST CHOICE SECURITIES CORP.
CO
11/25/1991 - 12/18/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 02/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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