Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Arthur Dotolo is a financial advisor at Ameriprise Financial Services, LLC. Joseph Dotolo has been a registered financial advisor for over 30 years, with previous experience at Ameriprise Advisor Services, Inc., Citigroup Global Markets Inc., Prudential Securities Incorporated and The Ohio Company. Joseph Dotolo's current registrations include Series 7, Series 31, Series 63 and Series 65. Joseph Dotolo is also a registered investment advisor with both Ohio and South Carolina. Joseph Arthur Dotolo offers financial planning, pension consulting, asset allocation services, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Asset allocation services
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
OH
11/17/2022 - Present
Ameriprise Financial Services, LLC (DUBLIN OH)
OH
08/17/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (COLUMBUS OH)
OH
01/16/1995 - 08/22/2007
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
NY
10/03/1988 - 02/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/24/1987 - 10/26/1988
THE OHIO COMPANY
IA
Issued 06/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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