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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 Rosario is a financial advisor with over 7 years of experience in the industry. Joseph is registered with Fidelity Personal and Workplace Advisors and holds Series 66, Series 26, and Series 7 licenses. Joseph has previously worked with Allstate Financial Services, LLC, MML Investors Services, LLC, Park Avenue Securities LLC, Pruco Securities, LLC., and SagePoint Financial, Inc.. Joseph is licensed in 28 states and currently works out of the Highland Park, Illinois office of Fidelity Personal and Workplace Advisors.
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
IL
08/13/2020 - Present
Fidelity Personal AND Workplace Advisors (HIGHLAND PARK IL)
IL
02/15/2018 - 07/08/2019
ALLSTATE FINANCIAL SERVICES, LLC (Northbrook IL)
IL
01/27/2017 - 06/15/2017
MML INVESTORS SERVICES, LLC (CHICAGO IL)
FL
07/20/2016 - 02/09/2017
PARK AVENUE SECURITIES LLC (BOCA RATON FL)
IL
03/16/2016 - 04/29/2016
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
IL
06/16/2015 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (DOWNERS GROVE IL)
BOTH
Issued 3/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/22/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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