Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine Segota is a registered representative with Cannell & Spears LLC. Josephine has been in the securities industry since 1987. Josephine previously worked at Foreside Fund Services, LLC, Jefferies & Company, Inc., LEVCO Securities, Inc., First Union Brokerage Services, Inc., Family Management Securities, LLC, and Bear, Stearns & Co. Inc. Josephine holds the Series 7 and Series 63 licenses and the SIE exam. Josephine specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Selection of Other Advisers, and Financial Planning.
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.
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.
Strategic management for diversified investment portfolios.
Review of asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
07/19/2021 - Present
Cannell & Spears LLC (NEW YORK NY)
NY
01/27/2014 - 08/23/2017
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
NY
09/10/2007 - 05/07/2012
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
11/21/2000 - 06/14/2006
LEVCO SECURITIES, INC. (NEW YORK NY)
NC
01/11/2000 - 08/24/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/29/1999 - 11/09/1999
FAMILY MANAGEMENT SECURITIES, LLC (NEW YORK NY)
NY
08/19/1991 - 10/20/1998
GLICKENHAUS & CO. (NEW YORK NY)
NY
02/26/1987 - 09/07/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 05/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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