Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bartolomeo is a financial advisor at M Holdings Securities, Inc. in Portland, Oregon. Joseph has been in the financial industry since 1995. Prior to joining M Holdings Securities, Inc., Joseph worked at Rockefeller Financial LLC, Stifel, Nicolaus & Company, Incorporated, First Allied Securities, Inc., The Benchmark Company, LLC, Raymond James & Associates, Inc., NDB Capital Markets, LP, National Discount Brokers, Sherwood Securities Corp. and Paragon Capital Corporation. Joseph is registered with the state of New Jersey and has a series 7, Series 24, Series 55, Series 63, Series 66, SIE, Series 57TO, and Series 79TO licenses. Joseph specializes in providing financial planning and investment advice to individuals and businesses.
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.
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
07/24/2024 - Present
M Holdings Securities, Inc. (Morristown NJ)
NY
05/01/2020 - 05/28/2022
ROCKEFELLER FINANCIAL LLC (New York NY)
NY
10/22/2018 - 05/26/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NJ
12/11/2017 - 10/22/2018
FIRST ALLIED SECURITIES, INC. (BAYONNE NJ)
NJ
02/09/2004 - 11/21/2017
THE BENCHMARK COMPANY, LLC (RED BANK NJ)
FL
06/17/2002 - 01/14/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
05/19/1994 - 06/26/2002
NDB CAPITAL MARKETS, LP (NEW YORK NY)
NE
01/01/1994 - 05/20/1994
NATIONAL DISCOUNT BROKERS (OMAHA NE)
NY
09/30/1993 - 01/01/1994
SHERWOOD SECURITIES CORP. (NEW YORK NY)
NJ
09/03/1993 - 10/01/1993
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
BOTH
Issued 01/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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