Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Robert Aspelund

David Lerner Associates, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Robert Aspelund

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.

Firm Information

Joseph Aspelund is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Aspelund’s Registration & Firm History

NY

02/07/2012 - Present

David Lerner Associates, Inc. (WHITE PLAINS NY)

Not sure if Joseph Robert Aspelund is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Robert Aspelund. Review regulatory record here.
Not sure if Joseph Robert Aspelund is right for you?