Unclaimed
Righetti Joseph is a financial professional with over 12 years of experience in the industry. Joseph is currently registered with Missionsquare Retirement as an investment advisor representative. Joseph holds the Series 6, 7, 63, and 65 licenses and has passed the SIE exam. Joseph also holds the Certified Financial Planner and Chartered Financial Consultant designations. Previously, Joseph was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, HSBC Securities (USA) Inc., and LPL Financial LLC.
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.
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.
1
2
NY
11/14/2022 - Present
Missionsquare Retirement (BROOKLYN NY)
NY
06/23/2016 - 06/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/23/2013 - 06/15/2016
HSBC SECURITIES (USA) INC. (JAMAICA NY)
NY
05/01/2012 - 04/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYSIDE NY)
NY
08/18/2011 - 04/26/2012
LPL FINANCIAL LLC (NEW YORK NY)
NY
07/11/2007 - 02/18/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 06/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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