Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph William Latino is a financial professional with over 20 years of experience in the industry. Joseph is currently registered as an investment advisor representative with Cetera Investment Advisers LLC. Prior to this, Joseph was a registered representative with Cetera Financial Specialists LLC and before that, Joseph was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Banc of America Investment Services, Inc., and BA Investment Services, Inc. Joseph specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Joseph's expertise spans various sectors, including insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
09/13/2017 - 10/10/2017
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
NY
10/27/2011 - 08/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
12/19/2007 - 10/27/2010
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
07/12/1999 - 01/11/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SIMI VALLEY CA)
CA
07/21/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 06/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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