Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Manfredi is an investment advisor representative at Baltimore-Washington Financial Advisors. Joseph is a registered investment advisor representative in Maryland and a registered investment advisor representative on a resident basis in Texas. Joseph has over 20 years of experience in the financial services industry. He is dedicated to providing personalized financial advice and investment management services to individuals and families. Joseph is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services
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.
Flat project fees for retirement & estate planning
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2
MD
05/12/2022 - Present
Baltimore-Washington Financial Advisors (COLUMBIA MD)
VA
08/21/2009 - 05/27/2015
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
OH
08/12/2006 - 08/26/2009
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
MT
10/09/2001 - 08/12/2006
PIPER JAFFRAY & CO. (BUTTE MT)
NY
11/01/1993 - 05/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/19/1988 - 10/21/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/20/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1994
Series 5 - Interest Rate Options Examination
BC
Issued 10/03/1994
Series 15 - Foreign Currency Options Examination
BC
Issued 08/29/1994
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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