Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Samuel Deitch has been in the financial services industry since July 5, 1977. Joseph is currently registered as a Registered Representative and Investment Advisor Representative with Commonwealth Financial Network. Joseph has been with Commonwealth Financial Network since 1979 and is based out of the Miami Beach, FL office. Joseph has worked in the financial services industry for over 40 years and has experience with a wide range of financial products and services. Joseph has licenses 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/13/2011 - Present
Commonwealth Financial Network (Miami Beach FL)
NA
11/08/1978 - 12/05/1979
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
07/06/1977 - 02/05/1979
NEL EQUITY SERVICES CORPORATION
IA
Issued 12/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/13/1980
F04 - Financial Principal Examination
BC
Issued 11/22/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1978
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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