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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Iannuzzo is a financial advisor with J. W. Cole Advisors, Inc. Joseph has been in the industry since 2000. Joseph has a Series 66, Series 4 and Series 7 licenses. Joseph is registered with the states of California and Florida. J. W. Cole Advisors, Inc. is a Registered Investment Advisor with headquarters in Tampa, Florida. The firm has 417 Licensed Agents, 340 Investment Advisor Representatives, 454 Registered Representatives, 434 Investment Advisory Functions, 34 Advisor Reps for Other Investment Advisers and has 25,612 total accounts. J. W. Cole Advisors, Inc. manages approximately $5,735,868,013. The firm specializes in financial planning, portfolio management, and other services.
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.
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.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/03/2017 - Present
J. W. Cole Advisors, Inc. (COCOA BEACH FL)
FL
03/27/2000 - 04/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRITT ISLAND FL)
BOTH
Issued 04/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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