Joseph Marasciullo (CRD# 1695531) is an Investment Advisor Representative working at Unfcu Advisors LLC in New York, NY and has over 36 years of experience in the finance industry. Joseph Marasciullo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Unfcu Advisors LLC | New York, NY | Apr 2019 - Current | 5 |
Unfcu Advisors LLC | New York, NY | May 2018 - Current | 5 |
Copper Financial Network LLC | Lenexa, KS | Apr 2018 - Current | 6 |
United Nations Federal Credit Union Advisors | New York, NY | Oct 2014 - Current | 9 |
United Nations Federal Credit Union | Long Island City, NY | Oct 2014 - Current | 9 |
Raymond James Financial Services | New York, NY | Nov 2014 - May 2018 | 3 |
Raymond James Financial Services Advisors Inc. | Long Island City, NY | Nov 2014 - May 2018 | 3 |
Tdameritrade Inc. | New York City, NY | Jan 2011 - Nov 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1987 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management32MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$32,336,642
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
NY
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