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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 Masvero is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a large firm that provides investment advisory services to various clients. Joseph is registered with both the Securities and Exchange Commission and the state of Michigan. He has a broad array of experience in the financial services industry, beginning in 1997. He currently has clients in several states including Michigan, Texas, Florida, Nevada and Arizona. Joseph has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. since 1997, beginning his career as a Registered Representative and also serving as a Registered Principal for over 10 years.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
08/31/1999 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MUSKEGON MI)
BOTH
Issued 03/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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