Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Priselac is a financial advisor with over 40 years of experience in the industry. Joseph is currently registered with Kestra Investment Services, LLC and has previously held positions at Financial Telesis Inc, P & A Financial Securities, Inc., Cadaret, Grant & Co., Inc., D & W Securities Sales, Inc., Hemisphere Capital Corporation, and Phoenix Equity Planning Corporation. Joseph is a Series 7, Series 1, and SIE licensed professional.
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.
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.
1
2
NY
10/13/2014 - Present
Kestra Investment Services, LLC (Williamsville NY)
NY
11/01/2011 - 08/26/2014
FINANCIAL TELESIS INC (BUFFALO NY)
NY
01/08/1998 - 11/07/2011
P & A FINANCIAL SECURITIES, INC. (BUFFALO NY)
NY
10/02/1989 - 12/31/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
09/05/1989 - 10/02/1989
CADARET, GRANT & CO., INC.
NY
01/16/1989 - 09/16/1989
D & W SECURITIES SALES, INC. (AMHERST NY)
NY
04/24/1985 - 01/01/1989
HEMISPHERE CAPITAL CORPORATION (NEW YORK NY)
NA
11/07/1979 - 08/11/1987
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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