Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Antonelli has been a financial professional since 1987, working with Private Advisor Group, LLC and LPL Financial. Joseph is a Chartered Financial Analyst, and holds Series 7, 7TO, 63, 65, and SIE licenses. Joseph has a strong background in financial planning and specializes in providing investment advisory services to individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations, and pension plans. Joseph also provides investment advisory services through the Private Advisor Group independent investment advisor firm.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
VA
05/18/2021 - Present
Private Advisor Group, LLC (Charlottesville VA)
VA
09/01/2009 - 09/30/2011
MML INVESTORS SERVICES, LLC (LYNCHBURG VA)
NA
11/03/1987 - 03/27/1990
LEGG MASON WOOD WALKER, INCORPORATED
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
07/06/1987 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
05/24/1983 - 07/13/1987
WHEAT, FIRST SECURITIES, INC.
BC
Issued 04/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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