Joseph Canestro is a registered investment advisor, based in Oaks, PA, with 23 years of industry experience.
Location
One Freedom Valley Drive, Oaks, PA, 19456
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sei Investments Distribution CO.
November 2019 - Present · 6 yrs 6 mos
Sei Investments Management CORP
November 2019 - Present · 6 yrs 6 mos
Sei Investments Distribution CO.Broker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
TD Ameritrade, INC.
February 2018 - September 2019 · 1 yr 7 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2019 · 1 yr 7 mos
TD Ameritrade, INC.Broker
February 2018 - September 2019 · 1 yr 7 mos
Scottrade Investment Management
February 2017 - February 2018 · 1 yr
Scottrade, INC.Broker
October 2002 - February 2018 · 15 yrs 4 mos
Ladenburg Capital Management INC.Broker
January 2002 - July 2002 · 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.