Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe John Cepulo is a financial advisor with Truist Securities, Inc. Joe has over 20 years of experience in the financial industry. Joe is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 7, Series 55, Series 63, Series 57TO, and SIE. Joe is also registered in 52 states and the District of Columbia. Joe has previously worked for LEERINK PARTNERS LLC, FBR CAPITAL MARKETS & CO., LAZARD CAPITAL MARKETS LLC, and COWEN AND COMPANY.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
05/16/2016 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
01/16/2015 - 05/05/2016
LEERINK PARTNERS LLC (NEW YORK NY)
NY
10/18/2013 - 01/14/2015
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
03/09/2010 - 10/24/2013
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
03/11/2002 - 03/09/2010
COWEN AND COMPANY (NEW YORK NY)
BC
Issued 03/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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