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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 Miceli is an Investment Advisor Representative at Cetera Investment Advisers LLC. Joseph has been in the financial services industry since 1991. Joseph has a Series 6, 7, 24, 63 and 65 licenses. Joseph's primary office is located in Bartlett, Illinois. Joseph is registered with Cetera Investment Advisers LLC in Illinois and several other states, and is licensed as a life and health insurance agent. Cetera Investment Advisers LLC offers investment advisory services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations and state or municipal government entities.
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 11/7/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 5/4/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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