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 Cucinotta is a financial advisor with over 20 years of experience in the industry. Joseph is currently registered with Centaurus Financial, Inc. and holds a Series 66, 63, 7, and 52 licenses. Joseph is experienced in providing financial planning and portfolio management services to individual and corporate clients. Prior to joining Centaurus Financial, Inc., Joseph worked at Woodbury Financial Services, Inc., Questar Capital Corporation, USALLIANZ Securities, Inc., and H&R Block Financial Advisors, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/10/2021 - Present
Centaurus Financial, Inc. (Radnor PA)
PA
03/01/2019 - 09/17/2021
WOODBURY FINANCIAL SERVICES, INC. (RADNOR PA)
PA
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (PHILADELPHIA PA)
PA
08/14/2001 - 12/01/2006
USALLIANZ SECURITIES, INC. (PHILADELPHIA PA)
MI
08/02/1999 - 08/10/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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