History
I moved to LPL Financial to specialize in retirement income. We can help you save for retirement and work towards your goals or we can manage your retirement and seek to create an income stream to manage your living expenses while striving to preserve your nest egg. We are a specialized competitor that offers an impartial, unbiased model to help you pursue your goals. Securities offered thru LPL Financial, member SIPC, www.sipc.org. Investment advice offered thru The Yanker Group, a registered investment advisor and separate entity from LPL Financial. 3rd party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial. For a list of states in which I am registered to do business, please visit www.theyankergroup.com.
Specialties
Joseph specializes in developing retirement income strategies through research, portfolio construction and financial analysis. Depending on the phase of retirement the client is in, Joseph incorporates a diverse investment offering that may include stocks, fixed income and alternative investments. Joseph received a BA in marketing from St. Louis University, and an MBA from Fontbonne University. He is a member of the Financial Planning Association and the Financial Services Institute. Holds Series 6, 7, 63 and 65 registrations through LPL. Joseph Farhatt has over a decade of experience in the financial services industry. He began his career with the Northwestern Mutual Financial Network, where he specialized in designing and implementing executive benefit plans for community bankers using bank-owned life insurance (BOLI).