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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 C. Feola Jr. is an investment advisor representative for Morgan Stanley with over 30 years of experience in the financial industry. Joseph has a wealth of experience in various financial services areas including Portfolio Management, Financial Planning, and Retirement Planning. Joseph is licensed and registered to provide financial advice in multiple states and has a diverse range of certifications, including Series 3, 7, 8, 9, 10, 63, 65, and 66. In addition to Joseph's work at Morgan Stanley, Joseph also serves as a board member with the American Cancer Society and as president of Pi Kappa Alpha, Alpha Theta Alumni Corp at West Virginia University.
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
PA
09/21/2018 - Present
Morgan Stanley (Sewickley PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEXFORD PA)
PA
03/25/1987 - 04/02/2007
MORGAN STANLEY DW INC. (PITTSBURG PA)
IA
Issued 09/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
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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