Joseph Banaszewski, financial advisor Grosse Pointe Woods MI

Joseph Banaszewski

CRD Number: 2436185
Current Firm: Lpl Financial LLC

Joseph Banaszewski (CRD# 2436185) is an Investment Advisor Representative working at Lpl Financial LLC in Grosse Pointe Woods, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Grosse Pointe Woods, MI Jan 2000 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Joseph M. Banaszewski
Phone Number: 704-733-3300
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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