Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Taverna is a financial advisor with over 14 years of experience in the industry. Joseph is currently registered with J.P. Morgan Securities LLC. Prior to that, Joseph was with Chase Investment Services Corp. and Hill Thompson Magid & Co., Inc. Joseph specializes in a wide range of investment products and services and is registered to provide financial advice in multiple states.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
11/22/2021 - Present
J.p. Morgan Securities LLC (EAST MEADOW NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (CARLE PLACE NY)
NY
10/06/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEST HEMPSTEAD NY)
NJ
06/26/2000 - 02/24/2009
HILL THOMPSON MAGID & CO., INC. (JERSEY CITY NJ)
BC
Issued 12/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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