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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 Costello is a financial advisor with over 30 years of experience in the industry. Joseph is currently registered with Cambridge Investment Research Advisors, Inc., which has offices in Aurora, Colorado. Joseph specializes in providing financial planning and investment management services to individuals, families, and businesses. Joseph is also a Registered Representative and has the Series 1, Series 24, Series 63 and SIE licenses. Joseph holds the designation of CEO Emeritus from Arcadia Settlements and is a Sub Agent for Sage Settlements.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
01/01/2025 - Present
Cambridge Investment Research Advisors, Inc. (Aurora CO)
CO
03/31/2011 - 12/31/2018
WORLD CAPITAL BROKERAGE, INC. (GREENWOOD VILLAGE CO)
CO
04/03/2007 - 12/16/2010
EVOLVE SECURITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/31/1996 - 12/20/2006
FSC SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
01/10/1991 - 01/15/1996
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
CO
01/25/1985 - 11/14/1990
RANDOLPH SECURITIES COMPANY (BOULDER CO)
NA
06/28/1984 - 02/03/1986
R.T. CALDWELL & CO., INCORPORATED
NA
12/05/1983 - 08/06/1984
DIVERSE FINANCIAL CORP.
NA
04/19/1983 - 06/12/1984
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/30/1970 - 05/02/1983
MANEQUITY, INC.
BC
Issued 10/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1970
Series 1 - Registered Representative Examination
Active
Inactive
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