JOSEPH SAMUEL CORTESE is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with FIDUCIENT ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 2018-11-28 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2008-04-08 | 2008-05-21 | — |
| MORGAN STANLEY & CO. LLC | 2005-12-02 | 2007-02-14 | — |