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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 Steven Altobelli is an investment advisor representative who has been in the financial services industry since 1999. Joseph Altobelli currently works with Osaic Wealth, Inc. where he helps individuals, families, and businesses with their financial planning needs. Joseph Altobelli has a strong background in the financial services industry and has worked with a variety of firms over the years.
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
NY
06/19/2024 - Present
Osaic Wealth, Inc. (Webster NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WEBSTER NY)
NY
12/05/2008 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (WEBSTER NY)
NY
11/16/2007 - 12/11/2008
HORNOR, TOWNSEND & KENT, INC. (PITTSFORD NY)
NY
07/13/2001 - 11/19/2007
1717 CAPITAL MANAGEMENT COMPANY (PITTSFORD NY)
NJ
09/03/1999 - 07/27/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 10/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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