Before giving any money to Joseph M. Cucinotta, Do Your Own Due Diligence!
09/17/2021 FINRA Broker check disclosures Joseph M. Cucinotta CRD#4321614 and Joseph M. Cucinotta Jr. CRD#3272604
Were Discharged by Woodbury Financial Services, INC. 09/17/2021.
Allegations: The financial professional electronically signed multiple applications submitted to Allianz Life fixed index annuities, which clients did not authorize. This was a violation of the firm's policies and procedures.
04/11/2020 Joe Jr told me the arrangement made with H & R Block allowed them to continue doing taxes for previous investment clients. I was quite surprised to receive this email April 11, 2020 from JR with my tax return. "Lastly, please make sure that you do not advertise that I have prepared your return, nor should you tell anyone calling you from H&R Block that I have done this for you. All that you need to tell H&R should they contact you is that you will not be using their service as you had the return prepared already. They do not need to know by whom"
05/13/08 Joseph M. Cucinotta of Philadelphia, Philadelphia County, was ordered to pay a civil penalty of $2000.00, because he violated the act in he held himself out as or otherwise used the title or designation "public accountant" to indicate he was a public accountant when he was not registered or licensed by the board as a public accountant. Pa.gov April through July-Pennsylvania Department of State
Mike M. Phoenixville, PA 03/29/2023 read more