Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Celiberti is a financial advisor with Stratos Wealth Partners, Ltd. located in DANBURY, CT. Joseph Celiberti has been in the financial services industry since January 3, 2008 and holds Series 66, SIE, and Series 7 licenses. Joseph Celiberti is also registered as an Investment Advisor Representative in Connecticut, Florida, and Ohio. Joseph Celiberti's previous experience includes working with MML Investors Services, LLC, MSI Financial Services, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.. Joseph Celiberti provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Percentage of assets under management with third party managers
1
2
CT
03/04/2019 - Present
Stratos Wealth Partners, Ltd. (DANBURY CT)
CT
03/25/2017 - 03/04/2019
MML INVESTORS SERVICES, LLC (STAMFORD CT)
CT
06/24/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STAMFORD CT)
NY
06/01/2009 - 07/07/2010
MORGAN STANLEY SMITH BARNEY (MOUNT KISCO NY)
NY
01/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
BOTH
Issued 02/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Celiberti is the right advisor for you? Invested Better is here to help.
