Unclaimed
Joseph Allocco is a financial advisor currently registered with Nationwide Investment Services Corp.. Joseph has over 6 years of experience in the financial services industry. Joseph has passed the Series 6, Series 63 and SIE exams. Joseph holds registrations in Michigan, Ohio, and Texas. Joseph was previously registered with CUNA Brokerage Services, INC. and Nationwide Investment Services Corporation.
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.
1
2
OH
03/04/2022 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
IA
06/12/2020 - 02/21/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
OH
02/01/2016 - 05/21/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 12/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Allocco is the right advisor for you? Invested Better is here to help.