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Righetti Joseph

Missionsquare Retirement

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About Righetti Joseph

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.

Firm Information

Righetti Joseph is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Righetti Joseph’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Righetti Joseph.
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