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Joseph R Tringali

Creativeone Securities, LLC

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About Joseph R Tringali

Joseph R Tringali is a financial advisor with Creativeone Securities, LLC in Owings Mills, Maryland. Joseph has been in the financial services industry since 1998 and is a Certified Financial Planner. Joseph specializes in financial planning and portfolio management for individuals. Joseph is also a Certified Public Accountant. In addition to working for Creativeone Securities, LLC, Joseph also has his own CPA practice.

Firm Information

Joseph Tringali is currently registered with Creativeone Securities, LLC. Creativeone Securities, LLC is a Limited Liability Company formed in December 2009, based in Overland Park, Kansas. The firm is registered with the SEC and in all 50 states and has approximately 1.7 billion dollars under management. The firm provides investment advice, financial planning, and portfolio management for individuals, corporations, and pension plans. Creativeone Securities, LLC also offers a wrap fee program.
Creativeone Securities, LLC

6330 SPRINT PARKWAY, SUITE 400

OVERLAND PARK, KS 66211

$1.72B

Assets Under Management

47

Total Clients

161

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Tringali’s Registration & Firm History

MD

01/01/2025 - Present

Creativeone Securities, LLC (Owings Mills MD)

MD

11/04/2008 - 10/13/2016

BROKER DEALER FINANCIAL SERVICES CORP. (OWINGS MILLS MD)

MD

10/31/2008 - 11/12/2008

AIG FINANCIAL ADVISORS, INC. (OWINGS MILLS MD)

MD

10/28/2003 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (OWINGS MILLS MD)

MD

06/08/1999 - 10/21/2003

MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)

AZ

08/06/1993 - 08/30/1993

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 10/18/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph R Tringali.
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