Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Granato is an investment advisor representative who has been in the financial services industry since March 15, 1992. Joseph is currently registered with Commonwealth Financial Network. Previously, Joseph worked for LPL Financial LLC and Invest Financial Corporation. Joseph is registered in the states of Arizona, Connecticut, Florida, Illinois, Nevada, New Jersey, New Mexico, New York, North Carolina, South Carolina, Texas, Virginia, and Washington.
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.
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2
NY
12/12/2023 - Present
Commonwealth Financial Network (New York NY)
NY
02/14/2018 - 12/20/2023
LPL FINANCIAL LLC (NEW YORK NY)
NY
05/17/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (MELVILLE NY)
NY
03/16/1992 - 05/24/2017
SIGNATOR INVESTORS, INC. (GREAT NECK NY)
MA
03/16/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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