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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Miceli is a financial advisor with over 30 years of experience in the industry. Joseph is registered with Cetera Investment Advisers LLC in Illinois. Joseph has been with Cetera Investment Advisers LLC since May 2000. Before joining Cetera Investment Advisers LLC, Joseph was registered with W. S. Griffith & Co., Inc. in Connecticut. Joseph is also registered with Cetera Financial Specialists LLC in Illinois. Joseph is a Series 6, 7, 24, 63, and 65 licensed advisor. Joseph specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Joseph also has experience in life, health, property and casualty insurance.
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.
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2
IL
05/10/2000 - Present
Cetera Investment Advisers LLC (BARTLETT IL)
CT
06/07/1993 - 01/31/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
05/06/1991 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 11/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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