Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Barreca is an investment professional with over 20 years of experience in the financial services industry. Joseph currently works at Wells Fargo Clearing Services, LLC. Joseph holds both Series 6 and Series 7 licenses. He is a Registered Representative and Investment Advisor Representative in several states including Alabama, Arkansas, Colorado, Florida, Georgia, Idaho, Illinois, Louisiana, Massachusetts, Michigan, Mississippi, New Hampshire, New York, North Carolina, Ohio, Oklahoma, South Carolina, South Dakota, Tennessee, Texas and Virginia. Joseph also holds a Series 24 license. Prior to his current role, Joseph has worked for several financial companies including Infinex Investments, Inc., Essex National Securities, LLC, Proequities, Inc., Wells Fargo Investments, LLC, PFIC Securities Corporation, Bank United Securities Corp., and Hibernia Investments, L.L.C.
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
LA
10/14/2024 - Present
Wells Fargo Clearing Services, LLC (METAIRIE LA)
LA
07/01/2016 - 01/22/2021
INFINEX INVESTMENTS, INC. (MANDEVILLE LA)
LA
11/07/2007 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (METAIRIE LA)
LA
11/11/2003 - 11/15/2007
PROEQUITIES, INC. (NEW IBERIA LA)
CA
11/15/2001 - 11/13/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TN
12/20/2000 - 10/17/2001
PFIC SECURITIES CORPORATION (FRANKLIN TN)
TX
06/28/2000 - 12/08/2000
BANK UNITED SECURITIES CORP. (HOUSTON TX)
LA
09/03/1999 - 06/26/2000
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
BOTH
Issued 09/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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