Joseph
Cucinotta
Centaurus Financial, Inc
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About this Advisor
Joseph Cucinotta is a financial advisor based in Wayne, Pennsylvania, working with Centaurus Financial, Inc. Joseph has previously held positions at Questar Capital Corporation, Woodbury Financial Services, Inc, and Centaurus Financial Inc. Joseph has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Delaware, Florida, New Jersey, and Pennsylvania. Currently, Joseph is part of Centaurus Financial, Inc, which operates out of Wayne, Pennsylvania. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$5,212,001,329
598
30,814
$169,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Joseph Cucinotta Work History
Centaurus Financial Inc
Woodbury Financial Services, Inc
Questar Capital Corporation
Disclosures
Please visit the SEC profile of Joseph Cucinotta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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