Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Valenza is a financial advisor at Prosperity - An Eisneramper Co. Joseph has been in the financial industry for over 10 years and has a strong track record of providing financial advice to individuals, families, and businesses. Joseph holds the Series 6, 7, 63, and 66 licenses. He is also a Certified Financial Planner. Joseph specializes in financial planning, investment management, and retirement planning. He is committed to providing his clients with personalized financial advice to help them achieve their financial goals. Joseph is passionate about helping people understand their finances and make informed decisions about their money.
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.
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
MD
11/15/2023 - Present
Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)
PA
09/12/2022 - 01/20/2023
APW CAPITAL, INC. (Philadelphia PA)
PA
12/18/2015 - 09/12/2022
COMMONWEALTH FINANCIAL NETWORK (Phiadelphia PA)
PA
09/23/2014 - 12/01/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RADNOR PA)
PA
07/08/2013 - 07/17/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RADNOR PA)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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