Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Piangozza is a financial advisor with over 30 years of experience in the financial services industry. Joseph has been with United Capital Financial Advisors for over 5 years, and previously worked at Waterstone Financial Group, Inc., United Planners' Financial Services of America, and Tower Square Securities, Inc. Joseph is a Chartered Financial Consultant. Joseph is registered to provide investment advisory services in New York, Texas, and Florida. Joseph has been approved for the Series 7, Series 24, and Series 63 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.
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.
Sub-adviser for other investment advisers
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.
1
2
NY
05/10/2019 - Present
United Capital Financial Advisors (BETHPAGE NY)
NY
09/01/2009 - 03/31/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BETHPAGE NY)
NY
08/15/2005 - 09/01/2009
WATERSTONE FINANCIAL GROUP, INC. (BETHPAGE NY)
CA
01/05/1998 - 08/15/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/15/1994 - 12/31/1997
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
10/26/1984 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Joseph Piangozza is the right advisor for you? Invested Better is here to help.
