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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Altschuler is an investment advisor representative with Fidelity Personal And Workplace Advisors in Ashburn, VA. Joseph has been in the industry since 2018 and is registered with FINRA and the states of Florida, Maryland, Massachusetts, North Carolina, Virginia and West Virginia. Joseph has passed the Series 7 and 66 exams, and holds the SIE designation. Joseph provides financial planning, educational seminars and selection of other advisors. Prior to joining Fidelity, Joseph worked at Morgan Stanley, E*TRADE Securities LLC, T. Rowe Price Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph is dedicated to helping individuals and families achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
VA
04/10/2024 - Present
Fidelity Personal AND Workplace Advisors (ASHBURN VA)
DC
01/10/2023 - 01/02/2024
MORGAN STANLEY (WASHINGTON DC)
DC
10/01/2021 - 09/05/2023
E*TRADE SECURITIES LLC (WASHINGTON DC)
MD
03/15/2019 - 09/24/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
05/11/2018 - 03/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 08/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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