Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Presa is a financial advisor with over 30 years of experience in the industry. Joseph has worked for several prominent financial institutions, including Merrill Lynch, Cantor Fitzgerald Partners, Prudential Securities Incorporated, and Murphy & Durieu. Currently, Joseph is registered as a broker with Charles Schwab & Co., Inc. and a financial advisor with Charles Schwab. The advisor's current registration status is "Active" with Charles Schwab.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
03/11/2009 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NY
03/20/2006 - 02/22/2007
MURPHY & DURIEU (NEW YORK NY)
CA
07/13/2005 - 03/28/2006
BUTLER LARSEN PIERCE & COMPANY, INC. (SAN RAMON CA)
NY
06/17/2002 - 05/11/2005
MUNICIPAL PARTNERS, LLC (NEW YORK NY)
NY
03/15/2002 - 08/08/2002
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
NY
02/18/2000 - 03/05/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/18/1998 - 02/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/26/1996 - 09/17/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
02/21/1984 - 08/28/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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