Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Tantarelli is a financial advisor with over 15 years of experience in the industry. Joseph is currently registered with CCO Capital, LLC, and holds Series 6, 7, and 63 licenses as well as the SIE exam. Joseph has previous experience working for Walton Securities, Inc. and First Investors Corporation. Joseph is registered in 12 states, including Alaska, Arizona, California, Colorado, Hawaii, Idaho, Nebraska, Nevada, New Mexico, Oregon, Utah and Washington.
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.
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.
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2
AZ
08/04/2014 - Present
CCO Capital, LLC (PHOENIX AZ)
AZ
04/03/2008 - 07/28/2014
WALTON SECURITIES, INC. (SCOTTSDALE AZ)
AZ
11/10/2006 - 03/31/2008
FIRST INVESTORS CORPORATION (PHOENIX AZ)
BC
Issued 11/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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