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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 Sitaras is a financial advisor currently registered with LPL Financial LLC. Joseph has been in the industry since February 15, 2000. Joseph is registered as a Registered Representative, and Investment Adviser Representative. Joseph has been registered with LPL Financial LLC since August 2008, and previously worked with Essex National Securities, Inc., PFIC Securities Corporation, and FISERV INVESTOR SERVICES, INC.. Joseph Sitaras holds the SIE, Series 6, and Series 63 licenses. Joseph is also registered to provide investment advisory services in several states including Alabama, Arizona, Connecticut, Florida, Georgia, Maryland, Missouri, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, and South Carolina.
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.
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NY
08/03/2021 - Present
LPL Financial LLC (SMITHTOWN NY)
NY
06/21/2006 - 09/02/2008
ESSEX NATIONAL SECURITIES, INC. (CENTEREACH NY)
NY
10/05/2005 - 06/21/2006
PFIC SECURITIES CORPORATION (CENTEREACH NY)
TX
02/10/2000 - 10/05/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BC
Issued 04/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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