Joseph Porcelli (CRD# 6886508) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wells Fargo Advisors Financial Network, LLC | Poughkeepsie, NY | Jul 2022 - Current | 1 |
Wells Fargo Clearing Services, LLC | Poughkeepsie, NY | Nov 2017 - Jul 2022 | 4 |
Predator Lacrosse | Purchase, NY | Sep 2017 - Nov 2017 | < 1 |
Bank Of The Ozarks | New York, NY | May 2015 - Nov 2017 | 2 |
Rye Youth League | Rye, NY | Mar 2017 - Jun 2017 | < 1 |
Rye Youth League | Rye, NY | Mar 2016 - Jun 2016 | < 1 |
Rye Youth League | Rye, NY | Mar 2015 - Jun 2015 | < 1 |
Rye Neck Union Free School District | Mamaroneck, NY | Feb 2015 - May 2015 | < 1 |
Unemployed | Yorktown Heights, NY | May 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2018 |
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- NY
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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