Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bonacci is a financial advisor who has been in the industry since June 3, 1996. Joseph is currently registered with Morgan Stanley and holds licenses in Florida, New Jersey, and Texas. Joseph has previously been employed by UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph is a licensed Investment Advisor Representative and General Securities Representative, holding Series 63, 65, and 7 licenses. Joseph specializes in providing financial planning, pension consulting, asset allocation advice, educational seminars, and selection of other advisors. Joseph provides portfolio management services for individuals, businesses, and investment companies.
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
NJ
04/28/2023 - Present
Morgan Stanley (Sea Girt NJ)
NJ
01/09/2009 - 05/10/2023
UBS FINANCIAL SERVICES INC. (MANASQUAN NJ)
NJ
06/04/1996 - 01/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
IA
Issued 07/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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