Unclaimed
Joseph John Cosenza is an Investment Advisor Representative registered with LPL Financial LLC. Joseph has been in the financial services industry since June 2, 1986. Joseph is also registered with the state of New York. Prior to joining LPL Financial LLC, Joseph was previously employed with New England Securities. Joseph holds a Series 6, 7, 22, and SIE license and has passed the Uniform Securities Agent State Law Examination. In addition to his financial services career, Joseph also manages and owns real estate.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (BROOKLYN NY)
NY
06/03/1986 - 03/16/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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