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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 Campisi is an investment advisor representative with IC Advisory Services, Inc., based in Bedminster, NJ. He is a Registered Representative and Investment Adviser Representative with over 38 years of experience in the financial services industry. Joseph has a wide range of expertise, including financial planning, portfolio management for individuals and businesses, and pension consulting. He has earned the Series 6, 7, 63, and 65 licenses and the SIE exam. Joseph also holds licenses in Arizona, California, Florida, Georgia, Michigan, New Jersey, New York, North Carolina, South Carolina, Texas, Virginia, and Washington.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/06/2015 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NY
08/22/2003 - 12/31/2005
PGP FINANCIAL, INC. (GREAT RIVER NY)
SC
08/10/1998 - 09/08/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/10/1997 - 08/25/1998
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CT
06/07/1993 - 02/19/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
08/27/1984 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 06/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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