Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Vessio is a financial advisor who has been in the industry since 1984. Joseph has been registered with J.P. Morgan Securities LLC since 2015. Prior to that, Joseph worked at Wells Fargo Advisors, LLC, Chase Investment Services Corp., PNC Investments, and Merrill Lynch. Joseph holds Series 7, 55, 63 and 66 licenses. Joseph specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Joseph serves clients located in New Jersey, New York, Connecticut, California, and Florida.
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
1
2
NJ
06/16/2015 - Present
J.p. Morgan Securities LLC (ENGLISHTOWN NJ)
NJ
08/22/2014 - 05/28/2015
WELLS FARGO ADVISORS, LLC (PRINCETON NJ)
NJ
10/01/2012 - 08/13/2014
J.P. MORGAN SECURITIES LLC (JACKSON NJ)
NJ
07/16/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (JACKSON NJ)
NJ
07/21/2009 - 05/26/2010
PNC INVESTMENTS (FREEHOLD TOWNSHIP NJ)
NJ
07/08/2008 - 07/02/2009
CHASE INVESTMENT SERVICES CORP. (DEAL NJ)
NJ
06/23/2006 - 06/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
09/06/2005 - 06/27/2006
ASSENT LLC (EDISON NJ)
NJ
01/03/1995 - 07/12/2005
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NJ
11/21/1983 - 01/03/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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