Unclaimed
Joseph Silerto is a financial advisor with over 23 years of experience. Joseph is currently registered with LPL Financial LLC, a well-known firm with a broad scope of offerings. Joseph has experience in numerous financial services areas, including securities, investment advisory, and insurance. The financial professional has previously worked with National Securities Corporation, PRUCO Securities, LLC., Scottrade, Inc. and Millennium Securities Corp.. Joseph is highly credentialed and has a wide range of expertise.
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.
Consulting and other non-discretionary advisory services
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
NJ
10/07/2021 - Present
LPL Financial LLC (MILLTOWN NJ)
NJ
08/01/2019 - 10/07/2021
NATIONAL SECURITIES CORPORATION (EATONTOWN NJ)
NJ
03/20/2019 - 07/17/2019
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
NY
02/11/1999 - 03/08/2018
SCOTTRADE, INC. (NEW YORK NY)
NY
11/13/1997 - 05/15/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
07/10/1997 - 11/06/1997
MILLENNIUM SECURITIES CORP. (NEW YORK NY)
NA
06/28/1996 - 06/09/1997
WALSH MANNING SECURITIES, LLC
BOTH
Issued 02/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2011
Series 4 - Registered Options Principal Examination
BC
Issued 01/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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