Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Fortino is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Joseph has over 19 years of experience in the financial services industry. Joseph is registered with the state of Michigan as an investment advisor representative and has passed the Series 7, Series 63, Series 66, and Series 24 exams. Joseph's experience includes working for firms such as Comerica Securities, Wells Fargo Clearing Services, LLC, and First Citizens Investor Services, Inc. Joseph is also registered with the state of Indiana, Michigan, Ohio and Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
MI
06/07/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)
NC
04/06/2020 - 07/01/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (Raleigh NC)
NC
07/12/2019 - 03/25/2020
WELLS FARGO CLEARING SERVICES, LLC (CHAPEL HILL NC)
MI
03/31/2004 - 05/02/2018
COMERICA SECURITIES (DETROIT MI)
NA
07/31/1987 - 02/04/1989
W. S. GRIFFITH & CO., INC.
BOTH
Issued 04/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1988
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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