Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Grutta is a financial professional with over 30 years of experience in the industry. Joseph is a Certified Financial Planner™ professional and is currently registered with Blackridge Asset Management, LLC. Joseph has experience in a variety of financial services including business consulting, tax preparation, and investment management. Joseph has held previous registrations with Centaurus Financial, Inc., USAllianz Securities, Inc., Legacy Financial Services, Inc., 1st Global Capital Corp., AEGON USA Securities Inc., CFG Securities Corp., Global Capital Securities, Inc., and Cardell & Associates, Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
12/07/2020 - Present
Blackridge Asset Management, LLC (JUPITER FL)
FL
11/14/2006 - 11/20/2020
CENTAURUS FINANCIAL, INC. (MELBOURNE FL)
FL
11/11/2003 - 11/14/2006
USALLIANZ SECURITIES, INC. (SATELLITE BEACH FL)
CA
11/23/1999 - 11/12/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
TX
03/22/1996 - 11/23/1999
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
01/20/1995 - 03/22/1996
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
FL
11/03/1994 - 12/16/1994
CFG SECURITIES CORP. (LONGWOOD FL)
NA
09/21/1983 - 06/08/1989
GLOBAL CAPITAL SECURITIES, INC.
NA
04/28/1983 - 09/26/1983
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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