Unclaimed
Joseph Cicileo is an investment professional with over 27 years of experience in the financial services industry. Joseph is currently registered with Wedbush Securities Inc. in Jersey City, NJ. Joseph has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Joseph has also held positions with several other firms, including SG Americas Securities, LLC, Newedge USA, LLC, Newedge Financial Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Schonfeld Securities, LLC, Schonfeld & Company, LLC, Major League Securities, LLC, and Tassin & Company, Inc. Joseph is a Series 7, Series 9, Series 10, Series 24, Series 55, Series 57TO, Series 99TO, and Series 3 licensed professional. Joseph has also successfully completed the SIE examination.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/30/2015 - Present
Wedbush Securities Inc. (JERSEY CITY NJ)
NY
01/02/2015 - 08/14/2015
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
04/10/2008 - 01/02/2015
NEWEDGE USA, LLC (NEW YORK NY)
NY
04/01/2008 - 09/01/2008
NEWEDGE FINANCIAL INC. (NEW YORK NY)
NY
09/26/2007 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/05/2003 - 05/16/2007
SCHONFELD SECURITIES, LLC (NEW YORK NY)
NY
12/19/2002 - 06/13/2003
SCHONFELD & COMPANY, LLC (NEW YORK NY)
NY
06/15/1995 - 12/31/2002
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
02/05/1996 - 01/22/2001
MAJOR LEAGUE SECURITIES, LLC (JERICHO NY)
NY
05/02/1994 - 06/05/1995
TASIN & COMPANY, INC. (HAUPPAUGE NY)
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/07/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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