Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Brancaleone has been a financial professional since 1987. Joseph is registered with LPL Enterprise, LLC and is licensed to provide financial services in New York, Florida, Connecticut, Pennsylvania, and California. Joseph has experience working with individual investors, as well as businesses. Joseph is also a FINRA arbitrator and has over 30 years of experience in the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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NY
11/14/2024 - Present
LPL Enterprise, LLC (MELVILLE NY)
NY
05/15/2020 - 04/09/2021
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
NY
11/22/2017 - 05/15/2020
THE INVESTMENT CENTER, INC. (ISLANDIA NY)
NY
03/25/2017 - 11/24/2017
MML INVESTORS SERVICES, LLC (HAUPPAUGE NY)
NY
07/14/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
02/14/2013 - 07/09/2014
CAPITAL ONE INVESTMENT SERVICES LLC (GREENLAWN NY)
NY
06/01/2009 - 02/28/2013
MORGAN STANLEY (GREAT NECK NY)
NY
04/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREAT NECK NY)
NY
01/29/2005 - 04/13/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYSIDE NY)
TX
06/21/2000 - 11/23/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
02/09/1999 - 04/25/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
NY
06/19/1997 - 07/30/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/16/1996 - 05/16/1997
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NY
08/06/1994 - 10/04/1996
SMITH BARNEY INC. (NEW YORK NY)
NJ
12/14/1989 - 08/15/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/20/1986 - 07/18/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 03/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/30/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/05/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/17/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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