Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Fanucchi is a financial advisor with over 19 years of experience in the industry. Joseph has a strong background in both securities and investment advisory. Joseph holds the Series 7, Series 24, and Series 66 licenses, as well as the SIE exam, demonstrating a commitment to continuing education and professional development. Joseph is affiliated with Cetera Investment Advisers LLC, where Joseph has been a Registered Representative since 2013. Joseph also operates GBA Wealth Group, a DBA for financial services, since 2019. Joseph's client base primarily includes high-net-worth individuals, corporations, and pension and profit-sharing plans. Joseph specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SANTA ROSA CA)
NM
01/12/2004 - 12/31/2004
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
BOTH
Issued 09/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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