Unclaimed
Joseph Tyler Cinotto is an investment advisor representative with Macquarie Investment Management Business Trust. Joseph is registered with the Securities and Exchange Commission (SEC) and has been in the industry for over 10 years. Joseph holds Series 63, 65, 7 and SIE licenses. Joseph is also registered as an Investment Advisor Representative (IAR) in Alaska, California, Idaho, Kansas, Montana, Nevada, Oregon, Pennsylvania and Washington. Joseph has experience working for Arvest Asset Management, Waddell & Reed, and Ivy Distributors, Inc.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
1
2
PA
09/02/2021 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
KS
12/04/2014 - 08/31/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
12/04/2014 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
KS
07/26/2011 - 11/24/2014
ARVEST ASSET MANAGEMENT (MISSION KS)
IA
Issued 05/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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