Joseph CorteseCRD Number: 5041466
Current Firm: Creative Planning
Joseph Cortese (CRD# 5041466) is an Investment Advisor Representative working at Creative Planning in Westport, CT and has over 15 years of experience in the finance industry.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
Northwestern Mutual Investment Services,llc
|Creative Planning||Westport, CT||Dec 2016 - Current||5|
|Quasar Distributors, LLC||Milwaukee, WI||Mar 2014 - Nov 2016||2|
|Northcoast Asset Management||Greenwich, CT||Mar 2014 - Nov 2016||2|
|Charles Schwab Bank||New York City, NY||Jun 2006 - Mar 2014||7|
|Charles Schwab & Company, Inc.||New York, NY||Sep 2005 - Mar 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management90,034MILLIONS
Total Number of Accounts144,903ACCOUNTS
Average Account Value$621,338
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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