Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Aristotle Jianos is a registered investment advisor representative with Capitol Securities Management, Inc. Joseph Jianos has been in the securities industry since 1986 and has a wide range of experience in financial planning and portfolio management. Joseph Jianos works with individual investors, businesses, and trusts to provide personalized financial advice.
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
MA
07/06/2023 - Present
Capitol Securities Management, Inc. (Boston MA)
MA
06/07/2010 - 12/18/2012
CAPITOL SECURITIES & ASSOCIATES, INC. (BOSTON MA)
VA
11/16/2001 - 10/23/2008
CBIA ADVISORS, INC. (RICHMOND VA)
NA
06/17/1985 - 11/23/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 08/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/19/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Jianos is the right advisor for you? Invested Better is here to help.
