Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Paul Geslao III is a financial advisor at Bleakley Financial Group, LLC. Joseph has been in the financial services industry since 1994 and is licensed in New Jersey. Joseph is a Chartered Financial Consultant (ChFC). Joseph has experience providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Joseph also has experience working with retirement plans, insurance, and estate planning. Joseph is committed to helping his clients achieve their financial goals.
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.
Non-investment consulting/implementation 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.
A percentage of the total value of assets under management is charged.
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2
NJ
07/19/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
08/24/2000 - 02/28/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
NJ
01/01/1997 - 03/27/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
01/29/1996 - 08/13/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
09/19/1994 - 01/16/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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