Joseph Brancaleone (CRD# 1495596) is an Investment Advisor Representative working at Prudential Financial Planning Services in Melville, NY and has over 37 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Pruco Securities, LLC | Melville, NY | May 2021 - Current | 2 |
Prudential Insurance Company Of America | Melville, NY | May 2021 - Current | 2 |
Unemployed | Plainview, NY | Apr 2021 - May 2021 | < 1 |
Guardian Life Insurane Company Of America | Rye Brook, NY | May 2020 - Mar 2021 | < 1 |
Park Avenue Securities | Rye Brook, NY | May 2020 - Mar 2021 | < 1 |
The Investment Center Inc. | Islandia, NY | Nov 2017 - May 2020 | 2 |
Ic Advisory Services Inc. | Islandia, NY | Nov 2017 - May 2020 | 2 |
Mml Investors Services, LLC | Hauppauge, NY | Mar 2017 - Nov 2017 | < 1 |
Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Nov 2017 | 1 |
Metlife Securities Inc. | Hauppauge, NY | Jul 2014 - Mar 2017 | 2 |
Capital One Financial Advisors | Melville, NY | Feb 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1986 |
S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- NY
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- 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
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