Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph R. Calandra is a financial advisor with over 30 years of experience in the financial services industry. Joseph has been associated with Cadaret, Grant & Co., Inc., since July 2007. Joseph is a Certified Financial Planner™ and holds both Series 6 and Series 63 licenses. Joseph also holds a Series 65 license which allows Joseph to provide investment advisory services. Joseph has been registered with the state of Delaware since 2019 and has been registered with the state of Louisiana since 2014. Joseph provides financial planning and investment advisory services to individuals, families, businesses, and retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
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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DE
06/12/2014 - Present
Cadaret, Grant & CO., Inc. (Lewes DE)
NY
11/30/1994 - 07/09/2007
1717 CAPITAL MANAGEMENT COMPANY (MONROE NY)
FL
01/01/1994 - 12/05/1994
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
07/13/1993 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NJ
05/09/1991 - 11/22/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/09/1991 - 11/22/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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