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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Pesicka is a financial advisor with Fidelity Brokerage Services LLC, a well-established firm with a strong reputation in the industry. Joseph has been in the financial services industry for over 10 years, and has a proven track record of success helping clients achieve their financial goals. His experience includes working with TD Ameritrade, Inc., Scottrade, Inc., Pruco Securities, LLC, and AXA Advisors, LLC. Joseph has a wide range of expertise in financial planning, portfolio management, and educational seminars. He is committed to providing personalized financial advice and helping clients make informed investment decisions. He is registered to provide financial advice in 53 states and the District of Columbia.
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.
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.
1
2
UT
05/12/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
02/26/2018 - 05/22/2019
TD AMERITRADE, INC. (NORTHRIDGE CA)
CA
01/22/2016 - 02/26/2018
SCOTTRADE, INC. (NORTHRIDGE CA)
CA
11/11/2014 - 10/02/2015
PRUCO SECURITIES, LLC. (EL SEGUNDO CA)
CA
08/13/2013 - 07/22/2014
AXA ADVISORS, LLC (WOODLAND HILLS CA)
BOTH
Issued 9/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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