Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Cusick is a financial advisor with Calamos Advisors LLC and Calamos Wealth Management LLC. He is licensed to provide investment advice in Illinois. His registration with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) allows him to offer a wide range of financial services to individuals, businesses, and institutions. Joseph has been in the financial services industry since 2001 and has a strong track record of success. He is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs and goals.
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.
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.
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2
IL
03/12/2019 - Present
Calamos Advisors LLC (NAPERVILLE IL)
IL
01/15/2014 - 10/12/2017
TRADINGBLOCK (CHICAGO IL)
TX
01/28/2013 - 10/24/2013
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
11/02/2001 - 10/24/2013
OPTIONSXPRESS, INC. (CHICAGO IL)
IL
05/10/2004 - 12/15/2009
BROKERSXPRESS LLC (CHICAGO IL)
BOTH
Issued 03/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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