Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Porchetta is a financial advisor at Fidelity Personal And Workplace Advisors. Joseph has over 20 years of experience in the financial services industry. Joseph is registered with FINRA and holds the Series 7, Series 66 and SIE licenses. Joseph specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Joseph is committed to helping clients achieve their financial goals.
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
NJ
01/05/2024 - Present
Fidelity Personal AND Workplace Advisors (PRINCETON NJ)
NJ
08/22/2017 - 10/23/2023
BGC FINANCIAL, L.P. (SHREWSBURY NJ)
NY
02/16/2012 - 07/17/2017
GFI SECURITIES LLC (NEW YORK NY)
NJ
06/18/2010 - 02/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NY
03/12/2009 - 05/03/2010
BLACKBIRD NORTH AMERICA (NEW YORK NY)
NY
06/13/2005 - 10/15/2009
GFI SECURITIES LLC (NEW YORK NY)
NY
04/26/2000 - 05/05/2003
TRADITION ASIEL SECURITIES INC. (NEW YORK NY)
NY
01/22/1997 - 04/01/1999
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NA
09/05/1996 - 12/24/1996
EXCO RMJ INTERNATIONAL INC.
NY
05/29/1996 - 12/24/1996
EXCO RMJ SECURITIES CORP. (NEW YORK NY)
NY
02/13/1995 - 09/05/1995
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 11/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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