Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Candela is an investment advisor representative with over 15 years of experience in the financial services industry. Joseph is currently registered with Charles Schwab & CO., Inc. in Troy, Michigan. Joseph has also held positions at J.P. MORGAN SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., LASALLE FINANCIAL SERVICES, INC., MORGAN STANLEY & CO., INCORPORATED, and MORGAN STANLEY DW INC. Joseph is licensed to conduct securities business in Alabama, Arizona, California, Colorado, Florida, Illinois, Massachusetts, Michigan, Minnesota, New York, North Dakota, Ohio, Texas, Virginia, Washington, and Wisconsin. Joseph holds the Series 7, Series 31, Series 66, and SIE licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MI
03/20/2019 - Present
Charles Schwab & CO., Inc. (Troy MI)
MI
09/30/2015 - 02/21/2019
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
10/23/2009 - 09/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DETROIT MI)
MI
04/17/2008 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (TROY MI)
MI
04/02/2007 - 04/01/2008
MORGAN STANLEY & CO., INCORPORATED (GROSSE POINTE FARMS MI)
MI
02/27/2004 - 04/02/2007
MORGAN STANLEY DW INC. (GROSSE POINTE MI)
BOTH
Issued 05/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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