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 Cella is a financial advisor who has been working in the industry since 2012. Cella is currently registered as an Investment Advisor Representative with Mosaic Family Wealth, where he serves clients in St. Louis, Missouri. Previously, Cella worked for American Funds Distributors, Inc. in Los Angeles, California. He is licensed to provide investment advice in Colorado. Cella holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He has experience working with high-net-worth individuals, corporations, and charitable organizations. Cella specializes in providing financial planning, portfolio management, and credit and cash management solutions.
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.
Credit, cash management, and insurance solutions
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MO
12/01/2023 - Present
Mosaic Family Wealth (ST. LOUIS MO)
CA
04/07/2016 - 12/05/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CO
01/25/2016 - 03/22/2016
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
03/18/2015 - 12/31/2015
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
01/02/2014 - 03/16/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
10/09/2012 - 12/10/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
IA
Issued 08/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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