Joseph SpecialeCRD Number: 2815121
Current Firm: One Hopper Asset Management
Joseph Speciale (CRD# 2815121) is an Investment Advisor Representative working at One Hopper Asset Management in Utica, NY and has over 24 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Equitable Advisors, LLC
|One Hopper Asset Mangement||Utica, NY||Jan 2022 - Current||< 1|
|Leigh Baldwin & Company, LLC||Cazenovia, NY||Apr 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management36MILLIONS
Total Number of Accounts81ACCOUNTS
Average Account Value$449,488
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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