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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 Araujo Medeiros is a financial advisor with over 30 years of experience in the industry. Joseph has held a Series 7, 6, 31, and 63 license as well as a Series 65 license, and has passed the SIE exam. He is registered as a financial advisor in 16 states and is a Certified Financial Planner and a Chartered Financial Consultant. Currently, Joseph is associated with Commonwealth Financial Network, where he has been since 2003. Prior to that, he was with Morgan Stanley DW Inc. for 5 years. He has experience working with individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Joseph’s services include financial planning, portfolio management, and educational seminars.
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.
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.
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2
RI
03/31/2003 - Present
Commonwealth Financial Network (WARWICK RI)
NY
12/17/1998 - 03/31/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
07/08/1993 - 11/20/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/08/1993 - 11/20/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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