Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Rocco Agresto is an investment advisor representative with Mutual Advisors, LLC. Joseph has been in the financial industry for over 30 years. He is a Certified Financial Planner and holds Series 7, Series 63 and Series 66 licenses. Joseph previously worked at Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He provides portfolio management, financial planning and other advisory services to individuals, corporations and pension plans. Joseph has a history of successful client service and is committed to providing comprehensive financial advice tailored to meet the needs of each client.
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.
Hourly consulting
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.
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2
CA
02/01/2022 - Present
Mutual Advisors, LLC (Dana Point CA)
CA
06/19/1989 - 11/07/2014
FIDELITY BROKERAGE SERVICES LLC (NEWPORT BEACH CA)
NY
10/13/1987 - 05/06/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/02/1985 - 08/15/1987
HALPERT, OBERST AND COMPANY
BOTH
Issued 11/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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