Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Victor Curatolo is a financial advisor with over 40 years of experience in the financial services industry. Joseph has been registered with Osaic Wealth, Inc. since 2017. Joseph is also a registered representative with FINRA and has licenses in several states, including New York, Florida, Pennsylvania, and Texas. Joseph is a Series 7, Series 24, Series 51, and Series 63 licensed professional with certifications in various areas of expertise. Joseph provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Joseph is also a member of the Georgetown Lawley Group, an LLC which works with Royal Alliance Associates, 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.
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
NY
08/07/2017 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NA
05/29/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/02/1987 - 05/18/1987
SHERWOOD CAPITAL, INC.
NA
07/26/1976 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 09/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/14/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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