Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Mercurio is a financial professional registered with Tiaa-cref Individual & Institutional Services, LLC. He has been in the financial services industry since 2019. Joseph Anthony Mercurio has passed the SIE, Series 7, and Series 24 exams, and is registered with FINRA.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
05/12/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
12/27/2018 - 05/04/2023
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BC
Issued 09/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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