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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 Versace jr. is a financial advisor who has been in the industry since 2006. Joseph Paul Versace jr. is currently registered with Alliancebernstein LP. Joseph Paul Versace jr. is licensed to offer investment advisory services in 26 states and has a total of 26 active registrations. Joseph Paul Versace jr. has passed the Series 66, Series 7, Series 31, and SIE exams. Joseph Paul Versace jr. has experience providing financial planning, publication of periodicals, selection of other advisors, portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/07/2021 - Present
Alliancebernstein LP (NEW YORK NY)
BOTH
Issued 01/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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