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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 Capone is a financial advisor with Cuso Financial Services, LP. Joseph is a registered representative and investment advisor representative. Joseph has been in the financial services industry since 2023. Joseph has passed the Series 65, Series 66, and Series 7 exams. Joseph has experience working with individual investors, high-net-worth individuals, corporations, and pension plans. Joseph provides financial planning, portfolio management, and educational seminars.
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
FL
04/16/2024 - Present
Cuso Financial Services, LP (Tampa FL)
FL
10/02/2023 - 03/04/2024
TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)
BOTH
Issued 06/28/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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