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 Morandi is a registered investment advisor with Morgan Stanley. Joseph has been in the financial services industry for over 15 years and has held a variety of roles, including financial advisor, investment banker, and portfolio manager. Joseph has worked at both PFS INVESTMENTS INC. and Morgan Stanley. Joseph has a wide range of experience in the financial services industry, providing advisory services to a wide range of clients, including high net worth individuals, corporations, and institutions. Joseph is a highly qualified and experienced financial advisor.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/21/2023 - Present
Morgan Stanley (New York NY)
NJ
11/23/2006 - 09/30/2011
PFS INVESTMENTS INC. (WAYNE NJ)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Morandi is the right advisor for you? Invested Better is here to help.
