Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Cerqua is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, New York. Joseph is a Chartered Financial Analyst and has been in the financial industry since 1996. Joseph is registered with the state of New York. Joseph provides financial planning, educational seminars, publication of periodicals, selection of other advisors, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
09/11/2024 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
Active
Inactive
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