Joseph Anthony Orsolini

Current Employers

Employment History

• 08/2002 → Present
  World Equity Group, Inc.
  Arlington Heights, IL
• 11/2001 → Present
  College Aid Planners, Inc.
  Glen Ellyn, IL

Other Businesses

(1) College Aid Planners, Inc., Not investment related, Started 11/2001, Approx 160 hrs/mo, 100 during trading hours, 799 Roosevelt Rd., Bldg. 6, Ste. 200, Glen Ellyn, IL 60137, Nature: College Financial Aid Services, FAFSA and Tax Preparation, Position: President/Owner, Duties: Consult on strategies to reduce the overall cost of college. Prepare personal tax returns and complete college financial aid forms (FAFSA & CSS Profile). (2) Insurance Agent, Investment related, Started 4/1989, Approx 3 hrs/mo, none during trading hours, 799 Roosevelt Rd., Bldg. 6, Ste. 200, Glen Ellyn, IL 60137, Position: Agent, Nature/duties: Sell fixed life insurance and annuities. (3) SoFi, Not investment related, started 12-17-20, Approx 5 hrs/mo, all during trading hours, Address: 799 Roosevelt Rd., Bldg. 6-200, Glen Ellyn, IL 60137, Nature: Referral service for student loans and mortgages, Duties: I have a landing page for clients to use for student loans and mortgage refinancing with SoFi. I notify clients of the opportunity. Clients that are interested enter their information and supply documents necessary to process the loan. (4) Rising Tide Wrestling; Not investment related; 799 Roosevelt Road, Ste 6-200, Glen Ellyn IL 60137; Non-Profit Organization Assisting Economically Challenged Youth & Teams In The Sport Of Wrestling; Board Member, Treasurer; Started: 12.28.22; Approx 3 hrs/mo; ZERO Hrs during trading hours; attend board meetings and prepare financial reports for a non-profit organization raising funds for and providing grants to low income wrestlers; Posn/Title: Assistant Wrestling Coach; (5) Glenbard South High School; Not investment related; 23W200 Butterfield Rd, Glen Ellyn, IL, 60137; Nature of OBA: This is a local high school. I coach members of the wrestling team; Start Date: 11/11/24; Approx No of Hrs/Mth for OBA: 32 Hrs; Approx Hrs/Mth for OBA during Trading Hrs: ZERO Hrs; Duties: I assist the head wrestling coach at practices and wrestling meets. This position lasts from mid November through February. Practices and meets are outside of trading hours and weekends.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-08
• S63 Uniform Securities Agent State Law Examination
  1990-05-01

Other Names

• Joe Orsolini