Unclaimed
Joseph Robert Aspelund is a financial professional with over 11 years of experience in the industry. Joseph is currently registered with David Lerner Associates, Inc. Joseph is licensed in 16 states including Arizona, California, Connecticut, Delaware, Florida, Maine, Maryland, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, South Carolina and Virginia. Joseph is a Series 7, Series 24, Series 63 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.
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2
NY
02/07/2012 - Present
David Lerner Associates, Inc. (WHITE PLAINS NY)
BC
Issued 02/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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