Bachelor’s Degree in Financial Planning-William Patterson University
Associate’s Degree in Information Technology- Bergen Community College
Registrations and Licenses:
FINRA Series 7, 66, 24 and Life and Health
Joe Cupoli is a financial advisor with Allied Wealth Partners, and joined the team in February of 2017.
Inspired to become a financial professional, Joe attended William Patterson University receiving a Bachelor’s degree in Financial Planning. Upon joining AWP, Joseph has learned to excel as part of a team and gain the skills necessary to successfully develop his financial services practice. He has always wanted to help people the way that some have helped him in his life and thought that Allied Wealth Partners was the perfect place for him to give back. Joe plans to give back by making an impact on individuals and families’ lives. He offers his clients his commitment by building a relationship through trust and dedication. Joe holds his FINRA Series 7,66, 24 and also holds his Life and Health Insurance License. Joe is strongly focused on assisting clients full scoped by designing comprehensive financial plans.
Joe grew up in Bloomfield, NJ. Recently, He believes that this detail of his life has taught him a lot and made him the person he is today. He believes the place in which he is from has taught him to appreciate others through diversity, love, and support. Joe enjoys hiking, attending sporting events, traveling, dining, video games, and reading. Joe now resides in Caldwell, New Jersey with his Mother Donna, Stepfather Dave and his two younger siblings Daniel and Stella. Joe has joined the UNICO chapter of Bloomfield to give back to his community. Joe is also the President of a local Letip chapter in Denville, Nj.
Joe Cupoli is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Tracking # 3061227 04-2020