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Joseph Raymond Pelosi

Lasalle ST. Investment Advisors, LLC

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About Joseph Raymond Pelosi

Joseph Pelosi is a financial advisor with LaSalle St. Investment Advisors, LLC, based in Greenville, RI. Joseph Pelosi is a registered Investment Advisor Representative. Joseph Pelosi has been in the industry since September 6, 2016. Joseph Pelosi provides financial planning and portfolio management services to individuals and businesses. Joseph Pelosi is also a registered representative with First American National Securities, Inc. and MML Investors Services, LLC. Joseph Pelosi is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Joseph Pelosi is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Pelosi’s Registration & Firm History

RI

03/16/2018 - Present

Lasalle ST. Investment Advisors, LLC (Greenville RI)

RI

05/24/2017 - 06/26/2017

MML INVESTORS SERVICES, LLC (WARWICK RI)

NA

09/21/1987 - 10/17/1988

FIRST AMERICAN NATIONAL SECURITIES, INC.

NA

09/05/1986 - 11/05/1986

FIRST INVESTORS CORPORATION

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Licenses & Designations

BOTH

Issued 03/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/04/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Raymond Pelosi.
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