Joseph Fiore (CRD# 7039856) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 5 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Colts Neck, NJ | Apr 2021 - Current | 3 |
| Securian Financial Services Inc. | St. Paul, MN | Nov 2018 - Apr 2021 | 2 |
| Minnesota Life Insurance Company | St. Paul, MN | Nov 2018 - Apr 2021 | 2 |
| Allied Wealth Partners | Parsippany, NJ | Nov 2018 - Apr 2021 | 2 |
| Zinnburger | Manalapan, NJ | Jun 2019 - Aug 2019 | < 1 |
| Graduate Student | West Orange, NJ | Jan 2018 - Dec 2018 | < 1 |
| Creative Financial Strategies | Wall Township, NJ | Apr 2018 - Oct 2018 | < 1 |
| Lynn University | Boca Raton, FL | Jan 2016 - Dec 2017 | 1 |
| Lynn University | Boca Raton, FL | Aug 2015 - Dec 2017 | 2 |
| Cedar Drive Middle School/colts Neck High School | Colts Neck, NJ | Apr 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- NJ
- 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
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