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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Rocco Aceto is an investment advisor representative associated with UBS Financial Services Inc. Joseph has been in the industry since November 10, 2005. Joseph is a Certified Financial Planner and holds the Series 66, Series 31, and Series 7 licenses. Joseph has worked for UBS Financial Services Inc. since September 2011. Prior to that, Joseph was employed by Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
05/06/2020 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
06/01/2009 - 08/19/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
07/28/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
10/05/2005 - 08/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MN
10/05/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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