Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Sylvester Sturniolo is a financial advisor with Geneos Wealth Management, Inc., a firm headquartered in Englewood, Colorado. Joseph has over 39 years of experience in the financial services industry. Joseph's firm provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Joseph has a strong track record of providing excellent client service and helping clients achieve their financial goals. Joseph is registered with FINRA and the state of Colorado, and holds a Series 7, Series 24, Series 63, and Series 65 license. Joseph is also a registered investment advisor.
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.
1
2
CO
01/03/2023 - Present
Geneos Wealth Management, Inc. (BOULDER CO)
CA
09/29/2000 - 01/04/2006
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
10/31/1995 - 10/25/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
07/11/1988 - 11/15/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/22/1988 - 07/18/1988
WILLIAM BLAIR & COMPANY
NA
06/22/1984 - 04/08/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
03/28/1984 - 07/13/1984
CAPITAL CONSULTING ASSOCIATES, INC.
NA
01/26/1983 - 05/25/1983
E.B. ELLIS & COMPANY, INC.
IA
Issued 12/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Sturniolo is the right advisor for you? Invested Better is here to help.
