Joseph Morelli (CRD# 2090522) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodbridge, VA and has over 33 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5969842
Reframe Wealth, LLC
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities LLC | Woodbridge, VA | Jul 1999 - Current | 24 |
| Guardian Life Insurance Of America | Woodbridge, VA | Sep 1996 - Current | 27 |
| Morelli & Asoc, Inc. | Woodbridge, VA | Jun 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- VA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
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