Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Costa is a financial professional with over 14 years of experience in the financial services industry. Joseph currently holds registrations as a broker and investment advisor representative with ADP Broker-Dealer, Inc. Prior to joining ADP Broker-Dealer, Inc., Joseph was affiliated with UBS Financial Services Inc. and Morgan Stanley. Joseph is licensed in all 50 states and the District of Columbia and is a Series 7, Series 66 and SIE exam holder.
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.
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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2
NJ
09/11/2023 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
NJ
10/01/2015 - 03/31/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
06/01/2009 - 08/04/2015
MORGAN STANLEY (JERSEY CITY NJ)
NY
07/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 02/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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