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 Militello is a financial advisor in Bozeman, Montana. Joseph is currently registered with Stifel, Nicolaus & Company, Inc. Joseph has been in the industry for 18 years. Prior to joining Stifel, Nicolaus & Company, Inc., Joseph worked at UBS Financial Services Inc. and Piper Jaffray & Co. Joseph holds the Series 7 and Series 66 licenses. Joseph specializes in providing investment advice to individuals, businesses, and investment companies.
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.
1
2
MT
07/30/2018 - Present
Stifel, Nicolaus & Company, Inc. (BOZEMAN MT)
MT
08/12/2006 - 09/11/2009
UBS FINANCIAL SERVICES INC. (BOZEMAN MT)
MT
10/11/2005 - 08/12/2006
PIPER JAFFRAY & CO. (BOZEMAN MT)
BOTH
Issued 11/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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