Joseph Tringali (CRD# 2365825) is an Investment Advisor Representative working at Creativeone Securities, LLC in Owings Mills, MD and has over 24 years of experience in the finance industry. Joseph Tringali 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# 2962660
Grove Point Advisors, LLC
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 1582180
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Client One Securities, LLC | Owings Mills, MD | Oct 2016 - Current | 7 |
| Joseph R Tringali Cpa Pa | Owings Mills, MD | Jul 2005 - Current | 18 |
| Broker Dealer Financial Services Corp. | Owings Mills, MD | Nov 2008 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 1999 |
- MD
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Total Assets Under Management1,719MILLIONS
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Total Number of Accounts22,082ACCOUNTS
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Average Account Value$77,839
- A percentage of assets under your management
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