Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph J. Cosoleto is a financial professional with over 17 years of experience in the industry. Joseph has a strong track record of success in the financial services industry, having worked for a number of prominent firms including J.P. Morgan Securities LLC, J.P. MORGAN PRIME INC., and CITICORP INVESTMENT SERVICES. Joseph has a broad range of experience in various areas of finance including securities, investment advising, and operations. Joseph holds the Series 7, Series 24, Series 63, Series 99, and SIE licenses. Joseph is currently registered with J.p. Morgan Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
10/01/2016 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
10/12/2017 - 07/01/2023
J.P. MORGAN PRIME INC. (NEW YORK NY)
NY
09/08/2016 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
10/26/1999 - 08/08/2006
CITICORP INVESTMENT SERVICES (NEW YORK NY)
GA
05/12/1998 - 09/29/1998
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NA
11/06/1997 - 06/26/1998
ABBEY-ASHFORD SECURITIES, INC.
NY
07/24/1997 - 09/20/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NY
08/16/1996 - 05/23/1997
FIRST CAMBRIDGE SECURITIES CORPORATION (NEW YORK NY)
FL
06/07/1995 - 08/26/1996
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
FL
03/31/1995 - 06/09/1995
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 99 - Operations Professional Examination
BC
Issued 02/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Cosoleto is the right advisor for you? Invested Better is here to help.
