Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Philip Barbusca is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Joseph has been in the financial services industry since 2008. Joseph has earned their Series 7, Series 63, Series 66, and SIE licenses. They are registered in 20 states. Joseph previously worked at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and MEYERS ASSOCIATES, L.P. The firm Joseph works for, Fidelity Personal And Workplace Advisors, has 15281 registered representatives and 15424 investment advisory functions. Their approximate assets under management is $1 billion - $10 billion. The firm provides financial planning, educational seminars and selection of other advisors.
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.
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
NY
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (PLAINVIEW NY)
NY
10/01/2012 - 06/11/2020
J.P. MORGAN SECURITIES LLC (New York NY)
NY
04/03/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OCEANSIDE NY)
NY
04/29/2008 - 12/18/2008
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
BOTH
Issued 11/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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