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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 Canestro is a Registered Representative and Investment Advisor Representative with Sei Investments Management Corp. located in Oaks, PA. Joseph has been in the securities industry since 2002 and has been with Sei Investments Management Corp. since 2019. Prior to that, Joseph was a Registered Representative with TD Ameritrade, Inc. and Scottrade, Inc.. Joseph is also a licensed securities agent and has passed the Series 7, 63, 66, 24, and SIE exams. Joseph specializes in investment advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Joseph is also a financial planner and has experience in providing educational seminars and selecting other advisors for clients.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
11/06/2019 - Present
SEI Investments Management Corp. (OAKS PA)
PA
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (HATFIELD PA)
PA
10/03/2002 - 02/26/2018
SCOTTRADE, INC. (HATFIELD PA)
NY
01/01/2002 - 07/25/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BOTH
Issued 02/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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