Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Cetero is a financial advisor who has been in the industry since October 24, 2011. Joseph is currently registered with LPL Financial LLC, a large independent broker-dealer, in Melville, NY. Previously, Joseph was employed by State Farm VP Management Corp., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Joseph specializes in providing a variety of financial services, including 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
09/07/2023 - Present
LPL Financial LLC (MELVILLE NY)
IL
11/01/2021 - 05/16/2022
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
10/01/2012 - 11/14/2019
J.P. MORGAN SECURITIES LLC (EAST FARMINGDALE NY)
NY
07/16/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MELVILLE NY)
BC
Issued 07/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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