Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Benjamin Stewart is a registered representative with Morgan Stanley. Joseph is a highly experienced financial professional with a proven track record of success in the investment industry. Joseph holds a variety of industry licenses and certifications, including Series 7, Series 63, Series 86, Series 87, and the SIE. Joseph has also worked for Goldman, Sachs & Co., Citigroup Global Markets Inc., and KeyBanc Capital Markets Inc. Joseph is a dedicated and knowledgeable financial advisor who provides personalized investment advice to clients to help them 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.
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
04/15/2020 - Present
Morgan Stanley (New York NY)
NY
04/11/2013 - 10/03/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/02/2011 - 04/18/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/16/2008 - 07/15/2011
KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/15/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Stewart is the right advisor for you? Invested Better is here to help.
