Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Philip Cuetara is a financial advisor with Moors & Cabot, Inc., based in Boston, Massachusetts. Joseph has over 40 years of experience in the financial industry and has held positions at several firms including Fleet Securities Inc., Fleet Brokerage Services, Inc., and Manufacturers Hanover Securities Corporation. Joseph holds the Series 7, Series 24, Series 50, Series 52TO, Series 54, and Series 63 licenses. Joseph specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
03/25/1998 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
07/15/2005 - 06/20/2008
MOORS & CABOT FINANCIAL ADVISORS, LLC (BOSTON MA)
NY
07/11/1989 - 01/17/1997
FLEET SECURITIES INC. (NEW YORK NY)
NA
12/10/1987 - 04/18/1988
FLEET BROKERAGE SERVICES, INC.
NA
11/07/1984 - 10/14/1986
MANUFACTURERS HANOVER SECURITIES CORPORATION
NA
07/21/1980 - 03/15/1983
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
03/14/1980 - 11/05/1981
BEAR, STEARNS & CO.
NA
01/31/1980 - 03/11/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
01/02/1980 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
04/25/1977 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
12/10/1971 - 06/30/1972
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 02/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 01/21/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/18/1977
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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