Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Curcio is an investment advisor representative at Cetera Investment Advisers LLC. Joseph has over 30 years of experience in the financial services industry. Joseph is registered with the state of New Jersey as an investment advisor representative and a broker-dealer. Joseph has experience in providing financial planning, portfolio management, and other investment advisory services. Joseph has previously held positions at Tower Square Securities, Inc., The Investment Center, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Phoenix Third Market Corp., Oppenheimer & Co., Inc., Weiss Peck & Greer, and Invest Financial Corporation. Joseph is also an independent insurance agent with Innovative Financial Solutions.
FREEHOLD, NJ
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (FREEHOLD NJ)
NJ
01/08/2003 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (FREEHOLD NJ)
NJ
07/26/1999 - 12/31/2002
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
MA
05/22/1998 - 07/28/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/22/1998 - 07/28/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/10/1997 - 08/01/1997
PHOENIX THIRD MARKET CORP. (NEW YORK NY)
NY
04/17/1996 - 10/16/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
MA
01/21/1991 - 03/14/1995
WEISS PECK & GREER (BOSTON MA)
WI
12/20/1988 - 05/24/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 1/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/2/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Curcio is the right advisor for you? Invested Better is here to help.
