Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Peter Canero has been in the financial services industry since 1991 and is currently registered with Wells Fargo Clearing Services, LLC. Joseph is a registered representative in New Jersey. Joseph has a history of working with a number of financial institutions. Joseph holds a Series 65, Series 63, Series 7, Series 9, and Series 10 license. Joseph provides financial planning, pension consulting, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
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2
NJ
02/23/2007 - Present
Wells Fargo Clearing Services, LLC (HAMILTON SQUARE NJ)
NJ
01/01/2004 - 03/05/2007
PNC INVESTMENTS (HIGHTSTOWN NJ)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/11/1998 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
09/03/1997 - 03/09/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
07/31/1995 - 09/25/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/31/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
02/22/1994 - 07/20/1995
DILLON, READ & CO. INC. (STAMFORD CT)
NY
10/16/1991 - 03/03/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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