Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Cecco is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Exton, Pennsylvania. Joseph has been in the financial industry since 2009. Joseph has worked with Fulton Financial Advisors since 2023 and provides a variety of financial services, including financial planning, pension consulting, and portfolio management. Joseph has a series 6, 7, and 66 license as well as the SIE.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/20/2023 - Present
Raymond James Financial Services Advisors, Inc. (Exton PA)
PA
09/29/2016 - 01/31/2023
WELLS FARGO CLEARING SERVICES, LLC (EXTON PA)
PA
08/07/2009 - 10/20/2010
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
BOTH
Issued 10/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Cecco is the right advisor for you? Invested Better is here to help.
