Joselyn Sicuro (CRD# 7128624) is an Investment Advisor Representative working at Verity Asset Management in Pittsburgh, PA and has over 4 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity Asset Management | Durham, NC | Sep 2020 - Current | 3 |
| Plum Retirement And Estate Services | Pittsburgh, PA | Apr 2020 - Current | 4 |
| Encompass More, A Division Of Verity Asset Management | Durham, NC | May 2019 - May 2020 | 1 |
| Appreciation Financial | Pittsburgh, PA | Dec 2017 - Apr 2020 | 2 |
| Collective Goods | Pittsburgh, PA | May 2015 - Dec 2017 | 2 |
| Unemployed | Pittsburgh, PA | Jan 2015 - Apr 2015 | < 1 |
| Philips Respironics Healthcare | Pittsburgh, PA | Sep 2006 - Dec 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- LA
- PA
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Total Assets Under Management903MILLIONS
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Total Number of Accounts8,036ACCOUNTS
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Average Account Value$112,356
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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