Broker Check
Joseph  Lanzisera

Joseph  Lanzisera

President / CEO

Joe earned a Bachelor of Science Degree in Accounting from Rochester Institute of Technology in 1964.  He entered  the financial services industry in 1978 when co-founding Excel Securities.  Joe personifies determination, persistence, and discipline.   He has inspired and mentored many professionals, financial advisors, and entrepreneurs over the years.  His quiet yet methodical business acumen has enabled him to lead the firm since inception.

Joe maintains the following Financial Industry Regulatory Authority (FINRA) licenses:

Series 7              General Securities Representative

Series 63            State Securities Representative

Series 4              Option Principal

Series 57            Equity Trading Principal

Series 24            General Securities Principal

Series 27            Financial and Operations Principal

New York State Life and Health Agent.

In addition to his passion for his work he is dedicated to his family. He and his wife, Ann, have four daughters, nine grandchildren, and one great grandchild.  He enjoys traveling and spending time with family at their lake home.