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Joseph Robert Foldhazy

David Lerner Associates, Inc.

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About Joseph Robert Foldhazy

Joseph Foldhazy is a registered representative with David Lerner Associates, Inc. Joseph has been in the financial services industry since September 18, 2012. Joseph is currently registered in nine states including Arizona, Delaware, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina and Texas. Joseph has passed the Series 7, Series 63 and SIE exams.

Firm Information

Joseph Foldhazy 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.

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Joseph Foldhazy’s Registration & Firm History

NJ

09/19/2012 - Present

David Lerner Associates, Inc. (LAWRENCEVILLE NJ)

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Licenses & Designations

BC

Issued 10/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Joseph Robert Foldhazy. Review regulatory record here.
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