TD Bank - Joseph DePietro Financial Advisor
(631) 655-2469
Registered Address
324 South Service Road
Melville, NY 11747
US
See you in a bit
About Joseph DePietro
Joseph DePietro has been actively engaged in fostering strong client relationships and helping clients with their financial goals. Joseph DePietro works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together toward their unique financial goals.
Prior to joining TD Wealth in 2023, Joseph held roles as a CEO at True Trade and as a Financial Advisor at Morgan Stanley and Halliday Financial.
Joseph DePietro is a graduate of Vanderbilt University with a BS in Mathematics. He currently holds his FINRA Series 65 registration and Life and Health Insurance Licenses
Prior to joining TD Wealth in 2023, Joseph held roles as a CEO at True Trade and as a Financial Advisor at Morgan Stanley and Halliday Financial.
Joseph DePietro is a graduate of Vanderbilt University with a BS in Mathematics. He currently holds his FINRA Series 65 registration and Life and Health Insurance Licenses
Languages available
English
Services
- Planning
- Annuities
- Life Insurance
- Investment Management Services
Registrations
- Series 65The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
- Life/Health Insurance License
Education
Joseph DePietro is a graduate of Vanderbilt University with a BS in Mathematics.
Joseph can meet at these stores
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