Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Xerri is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Joseph has been in the financial industry since April 1986 and has experience working with individuals, high-net-worth individuals, corporations, and businesses. Joseph is registered as a securities representative in 28 states and is also a registered investment advisor in Texas and New Jersey.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
03/17/2023 - Present
Wells Fargo Advisors Financial Network, LLC (MORGANVILLE NJ)
NJ
01/01/2008 - 03/17/2023
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
04/08/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EAST BRUNSWICK NJ)
CT
10/03/1988 - 03/29/1994
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
06/15/1988 - 10/04/1988
DOMINICK & DOMINICK, INCORPORATED
NA
04/07/1986 - 06/09/1988
PHILIPS, APPEL & WALDEN, INC.
BOTH
Issued 10/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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