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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 Samuel Cortese is a financial advisor with Fiducient Advisors LLC. Joseph is a registered Investment Advisor in Illinois and Texas. Joseph has been in the industry for over 19 years. Previous firms he has worked for include UBS Financial Services Inc., Morgan Stanley & Co., Incorporated, and McLaughlin, Piven, Vogel Securities, Inc. He has passed the Series 7, Series 63, and Series 65 exams. Joseph's areas of specialization include portfolio management for individuals, portfolio management for businesses, and pension consulting. Joseph also provides investment consulting for individuals and non-profit 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.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
02/24/2022 - Present
Fiducient Advisors LLC (CHICAGO IL)
IL
04/08/2008 - 05/21/2008
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
01/08/2004 - 02/14/2007
MORGAN STANLEY & CO., INCORPORATED (CHICAGO IL)
NY
07/21/2003 - 12/10/2003
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 11/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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