Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Veltri is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Newedge Securities, Inc. and has held previous positions with Sungard Institutional Brokerage Inc., Mid Atlantic Capital Corporation, First Montauk Securities Corp. and SunAmerica Securities, Inc. Joseph holds a Series 6, 7, 63 and 65 license as well as the SIE.
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.
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.
1
2
PA
03/11/2010 - Present
Newedge Securities, Inc. (PITTSBURGH PA)
PA
01/03/2003 - 03/26/2008
SUNGARD INSTITUTIONAL BROKERAGE INC. (PITTSBURGH PA)
PA
04/04/2001 - 12/31/2002
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
NJ
11/02/1999 - 03/21/2001
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
AZ
10/21/1999 - 11/01/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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