Unclaimed
Joseph Carmelo Curatola is a financial advisor with over 20 years of experience in the industry. Joseph is currently registered with Allspring Funds Management, LLC and has previously worked with STRONG INVESTMENTS, INC. and CADARET, GRANT & CO., INC.. Joseph is licensed to offer securities in all states of the US. Joseph Carmelo Curatola specializes in providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WI
12/22/2016 - Present
Allspring Funds Management, LLC (Menomonee Falls WI)
WI
02/12/2002 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
NY
04/16/1999 - 12/10/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 11/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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