Joseph Iannuzzo (CRD# 4154349) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Cocoa Beach, FL and has over 24 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Mar 2017 - Current | 7 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Mar 2017 - Current | 7 |
| Retired | Satellite Beach, FL | Mar 2015 - Current | 9 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merritt Island, FL | Jan 2000 - Mar 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2000 |
- FL
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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