Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Costello is a financial advisor with over 18 years of experience in the financial services industry. Joseph is currently registered with LPL Financial LLC and is licensed to provide securities and investment advisory services in multiple states. Throughout Joseph's career, Joseph has worked for several prominent firms, including Raymond James & Associates, Inc. and Commerce Brokerage Services, Inc., demonstrating a commitment to providing comprehensive financial guidance. Joseph holds several industry licenses, including Series 7, Series 31, and Series 66, allowing Joseph to offer a wide range of financial services to clients.
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.
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2
MO
08/16/2023 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
04/29/2008 - 08/16/2023
COMMERCE BROKERAGE SERVICES, INC. (ST. PETERS MO)
MO
11/29/2006 - 02/29/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST LOUIS MO)
MO
08/22/2006 - 11/06/2006
WACHOVIA SECURITIES, LLC (ST LOUIS MO)
MO
04/28/2005 - 07/05/2006
OPPENHEIMER & CO. INC. (ST. LOUIS MO)
BOTH
Issued 05/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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