Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Muratore is a financial advisor with over 14 years of experience in the industry. Joseph has worked with various firms, including LPL Financial LLC, Key Investment Services LLC, AXA Advisors, LLC, and MetLife Securities Inc., gaining valuable experience in the financial services sector. Currently, Joseph is a registered representative of Citizens Securities, Inc., a firm with a strong focus on providing comprehensive financial advisory services to individuals, corporations, and high-net-worth individuals. Joseph holds various licenses and certifications, including Series 6, 7, 24, 63, and 66, demonstrating a commitment to staying informed and updated on the financial landscape. With a strong track record and a dedication to serving clients, Joseph is a trusted advisor who can help clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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NY
10/29/2020 - Present
Citizens Securities, Inc. (SYRACUSE NY)
NY
04/01/2015 - 07/25/2017
M&T SECURITIES, INC. (ROCHESTER NY)
NY
04/29/2013 - 04/01/2015
LPL FINANCIAL LLC (ROCHESTER NY)
NY
08/08/2012 - 05/28/2013
KEY INVESTMENT SERVICES LLC (ROCHESTER NY)
NY
02/16/2012 - 07/10/2012
AXA ADVISORS, LLC (ROCHESTER NY)
NY
10/08/2009 - 02/16/2012
METLIFE SECURITIES INC. (ROCHESTER NY)
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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