Joseph PancerellaCRD Number: 2983052
Current Firm: Next Financial Group, Inc.
Joseph Pancerella (CRD# 2983052) is an Investment Advisor Representative working at Next Financial Group, Inc. in Reading, PA and has over 13 years of experience in the finance industry. Joseph Pancerella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Next Financial Group, Inc.||Shillington, PA||May 2007 - Current||9|
|Pancerella & Associates||Glenmoore, PA||Jan 2004 - Current||13|
|Money Concepts Capital Corp||Palm Beach Gardens, FL||Dec 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
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