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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 John Trifiletti is an investment advisor representative with Consolidated Portfolio Review Corp. and Vanderbilt Advisory Services. Joseph has been in the financial industry since October 16, 2007 and holds a Series 66, Series 4, Series 53, Series 24, Series 99TO, Series 52TO, SIE and Series 7 license. Joseph is also registered as an Investment Advisor Representative in Arizona, Arkansas, California, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virgin Islands, Virginia and Wisconsin.
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.
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.
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2
NY
06/27/2023 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
BOTH
Issued 03/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/29/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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