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 Monteleone is an investment advisor representative at Edward Jones. Joseph Michael Monteleone has been in the industry since 1999 and has a Series 63 license from Missouri. Joseph Michael Monteleone is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor.
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.
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.
See schedule d - miscellaneous
1
2
MO
05/20/2020 - Present
Edward Jones (ST LOUIS MO)
MO
02/26/2019 - 02/25/2020
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
01/29/2015 - 03/09/2018
SCOTTRADE, INC. (ST. LOUIS MO)
MO
04/16/1998 - 01/28/2015
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 05/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2001
Series 4 - Registered Options Principal Examination
BC
Issued 04/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Monteleone is the right advisor for you? Invested Better is here to help.
