Joseph Lovecchio (CRD# 6980304) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has over 5 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Merrimack, NH | Aug 2021 - Current | 2 |
Jpmorgan Chase Bank, N.a. | White Plains, NY | Oct 2019 - Jul 2021 | 1 |
J.p. Morgan Securities LLC | White Plains, NY | Oct 2019 - Jul 2021 | 1 |
Game On 13 | Elmsford, NY | Sep 2012 - Mar 2020 | 7 |
Equinox | New York, NY | Mar 2019 - Sep 2019 | < 1 |
Barnum Financial Group | Elmsford, NY | Sep 2018 - Sep 2019 | 1 |
Massachusetts Mutual Life Insurance | Elmsford, NY | Sep 2018 - Sep 2019 | 1 |
Mml Investors Services LLC | Elmsford, NY | Jul 2018 - Sep 2019 | 1 |
Iona College | New Rochelle, NY | May 2017 - Jun 2018 | 1 |
New York Life Insurance Company | White Plains, NY | Oct 2017 - Apr 2018 | < 1 |
Ttec | Rockleigh, NJ | Jul 2016 - Sep 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2018 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- NY
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.