ADVISOR BIO

Joseph Mercado Kloeckner is a financial advisor with PR Wealth Management Group. Joseph has been in the financial services industry since 2012. Joseph holds Series 6, 63 and 65 licenses. Joseph is also a licensed insurance agent. Joseph is registered to provide investment advice in Arizona, California, Colorado, Illinois, Kentucky, Maine, Michigan, Nevada, Texas and Utah.

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ADVISOR BIO

Joseph Robert Hollen is an Investment Advisor Representative associated with Open Window Financial Solutions, Ltd. Joseph has been in the industry since March 2004. Joseph is registered with the state of Nevada as an Investment Advisor Representative and with the state of Texas as a Resident Investment Advisor Representative. Joseph is a Certified Financial Planner. Open Window Financial Solutions, Ltd. primarily focuses on financial planning, pension consulting and portfolio management for individuals.

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ADVISOR BIO

Joseph Lushina is a financial advisor with Edward Jones. Joseph has been working in the financial industry since 1998. Joseph holds licenses in 23 states and is currently registered with Edward Jones in Nevada and Texas. Joseph has over 20 years of experience in the financial industry and is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Joseph Rosania is a financial advisor at J.P. Morgan Securities LLC. Joseph is registered with FINRA and has been in the industry since 2021. Joseph has earned the Series 7TO and Series 66 licenses. Joseph specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

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ADVISOR BIO

Joseph Benoit is an investment advisor representative with Charles Schwab & CO., Inc. located in Las Vegas, NV. Joseph has been in the financial services industry since April 6, 2013. Prior to joining Charles Schwab, Joseph was employed by FIDELITY BROKERAGE SERVICES LLC and MML INVESTORS SERVICES, LLC. Joseph holds the Series 6, 7, 63, and 65 licenses and has passed the SIE exam.

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ADVISOR BIO

Joseph Francis Bray newcombe is a financial advisor registered with Ameriprise Financial Services, LLC. Joseph has been in the financial services industry for 1 year. Joseph holds a Series 7TO, Series 66, and SIE licenses. Joseph works at the Reno, NV branch office of Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a firm headquartered in Minneapolis, MN with over 11,000 employees. Ameriprise Financial Services, LLC specializes in portfolio management, financial planning, and pension consulting. Ameriprise Financial Services, LLC manages over $479 billion in assets.

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ADVISOR BIO

Joseph Delisi is a financial advisor with Park Avenue Securities LLC. Joseph Delisi is licensed to provide financial advice in 35 states and the District of Columbia. Joseph Delisi has been working in the financial services industry since 1998. Joseph Delisi has a background in providing financial advice to individuals, corporations, and charitable organizations. Joseph Delisi specializes in providing financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Joseph Tartaglini is a financial advisor working at J.P. Morgan Securities LLC. Joseph has been in the industry since 2005. Joseph has been registered with the firm since 2017. Joseph has a total of 25 approved SRO registrations and 20 approved state registrations. Joseph is registered in 23 states, including California, Nevada and Texas. Joseph is registered with the firm in Reno, Nevada. Joseph has a Series 6, Series 7, Series 10, Series 9 and Series 63 license. Joseph has been working with a broad range of clients including high-net-worth individuals, corporations, individuals other than high-net-worth, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Joseph Garcia is a financial advisor with over 10 years of experience in the industry. Joseph is registered with J.p. Morgan Securities LLC and has offices in Las Vegas, NV and is also registered in TX as a resident advisor. Prior to joining J.p. Morgan Securities LLC, Joseph worked for CHASE INVESTMENT SERVICES CORP. in Las Vegas, NV from 2010 to 2012. Joseph is licensed to offer investment advisory services in 20 states including Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Texas, Utah, Virginia, and Washington. Joseph is also a Series 6, 7, 63, and 65 licensed financial advisor, and has the Securities Industry Essentials Examination (SIE) license.

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ADVISOR BIO

Joseph Michelino Sunseri is a financial advisor working with RBC Capital Markets, LLC. Joseph Michelino Sunseri has been in the financial industry since October 6, 2020. Joseph Michelino Sunseri is registered to provide investment advice in Nevada and Texas. Previously, Joseph Michelino Sunseri worked with UBS Financial Services Inc. in San Diego, CA. Joseph Michelino Sunseri works with a range of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, insurance companies, and state or municipal government entities.

SPECIALIZATIONS