Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bodalski is a financial advisor with over 40 years of experience in the financial services industry. Joseph has worked at Wells Fargo Clearing Services, LLC since 2012, and prior to that, worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph is registered as a broker-dealer and an investment advisor representative in Pennsylvania. Joseph also offers services in a number of other states, including Colorado, Delaware, Florida, Maryland, Massachusetts, New Jersey, South Carolina, Utah, and Virginia. Joseph offers a variety of financial services to individuals and businesses, including investment consulting services, financial planning, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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
PA
02/17/2012 - Present
Wells Fargo Clearing Services, LLC (WAYNE PA)
PA
11/20/1985 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDIA PA)
NA
09/03/1980 - 11/29/1984
THE GREAT-WEST LIFE ASSURANCE COMPANY
NA
11/28/1979 - 02/29/1980
MONY SALES, INC.
NA
11/28/1979 - 02/29/1980
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
IA
Issued 10/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1979
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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