Joseph Speciale (CRD# 2815121) is an Investment Advisor Representative working at One Hopper Asset Management in Utica, NY and has over 26 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| One Hopper Asset Mangement | Utica, NY | Jan 2022 - Current | 2 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Apr 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- FL
- NY
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$435,353
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, NY
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