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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Raymond Marone is a financial advisor with Fidelity Personal And Workplace Advisors. Joseph has been in the financial services industry since 2006. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 24 and 66 securities licenses. Joseph also holds an Investment Advisor Representative (IAR) license in Texas and Florida. Joseph provides a range of financial services, including financial planning, portfolio management, and investment education. Joseph is committed to providing his clients with the personalized attention they need to 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
FL
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (THE VILLAGES FL)
NY
11/21/2008 - 11/06/2018
TD AMERITRADE, INC. (NEW YORK NY)
NY
11/15/2005 - 11/07/2008
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
BOTH
Issued 12/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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