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Joseph Cortese

Blue OWL Securities

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About Joseph Cortese

Joseph Cortese is a registered representative with Blue Owl Securities. Joseph has been in the securities industry since August 5, 2007 and is currently registered with FINRA. Joseph has passed the Series 7, SIE and Series 4 exams. Joseph was previously registered with Goldman Sachs & Co. LLC.

Firm Information

Joseph Cortese is currently registered with Blue OWL Securities. Blue OWL Securities is a Limited Liability Company formed in December 2015. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Blue OWL Securities is registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Cortese’s Registration & Firm History

NY

06/08/2022 - Present

Blue OWL Securities (New York NY)

NY

06/11/2007 - 04/12/2022

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/28/2010

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Cortese.
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