Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Monteleone is an investment advisor representative with Northwestern Mutual Investment Services, LLC, registered in Pennsylvania. Joseph has been in the financial industry since December 2008. He has worked previously with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Joseph is currently licensed to sell securities in Florida, New Jersey, New York, and Pennsylvania. He holds the Series 66, SIE, and Series 7 licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
06/24/2024 - Present
Northwestern Mutual Investment Services, LLC (Jamison PA)
NJ
06/01/2009 - 06/05/2024
MORGAN STANLEY (Morristown NJ)
NJ
12/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
BOTH
Issued 03/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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