Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Hatfield is a financial advisor currently working at LPL Financial LLC. Joseph has been in the industry since September 20, 2004. Joseph has 24 active registrations, including 13 in Investment Advisor (IA) and 11 in Broker-Dealer (BD). Joseph has 3 Branch Office Locations including one in Oneida, NY, another in Syracuse, NY, and the last in Naples, FL.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
01/12/2023 - Present
LPL Financial LLC (ONEIDA NY)
NY
04/20/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (ONEIDA NY)
NY
04/10/2014 - 04/22/2016
ONEIDA WEALTH MANAGEMENT, INC. (ROME NY)
NY
05/18/2007 - 10/02/2014
CADARET, GRANT & CO., INC. (ROME NY)
NY
08/11/2006 - 06/05/2007
CITIGROUP GLOBAL MARKETS INC. (SKANEATELES NY)
NY
09/20/2004 - 08/14/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
BOTH
Issued 10/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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