Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Vita is a financial advisor with Cetera Investment Advisers LLC. Joseph has been in the industry since 1971. Joseph specializes in providing financial planning, investment advice, and insurance services. Joseph has been registered with Cetera Investment Advisers LLC since June 2023. Prior to that, Joseph was with LPL Financial LLC, National Planning Corporation, Jonestrading, Spear, Leeds & Kellogg, L.P., Adams, Harkness & Hill, Inc., A B D Securities Corporation, Josephthal & Co., Incorporated and Cantella & Co Inc. Joseph is licensed in Colorado, Florida, Massachusetts, New Hampshire, New York, and Vermont.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (STONEHAM MA)
MA
11/29/2017 - 07/31/2018
LPL FINANCIAL LLC (WOBURN MA)
MA
12/13/2010 - 11/29/2017
NATIONAL PLANNING CORPORATION (WOBURN MA)
MA
09/26/2002 - 01/25/2010
JONESTRADING (BOSTON MA)
NY
10/04/1999 - 07/31/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
NY
03/07/1977 - 08/25/1999
ADAMS, HARKNESS & HILL, INC. (NEW YORK NY)
NA
06/22/1976 - 04/04/1977
A B D SECURITIES CORPORATION
NA
07/05/1974 - 11/08/1975
JOSEPHTHAL & CO., INCORPORATED
NA
06/23/1969 - 06/15/1974
CANTELLA & CO INC
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1978
Series 40 - Registered Principal Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/06/1978
Series 41 - NYSE Allied Member Examination
BC
Issued 06/17/1969
Series 000 - General Securities Principal Examination
BC
Issued 06/09/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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