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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 Ferrara is an investment advisor representative at Gateway Investment Advisers, LLC. Joseph has over 8 years of experience in the financial services industry. He holds a Series 7, Series 63, Series 86, Series 87, and Series 25 license, as well as the SIE exam. Joseph is a Registered Investment Advisor in Massachusetts. Prior to joining Gateway, Joseph worked at Natixis Global Asset Management and Meketa Investment Group. Joseph provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
02/22/2024 - Present
Gateway Investment Advisers, LLC (Boston MA)
MA
03/20/2018 - 07/19/2022
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
MA
12/23/2010 - 06/20/2012
EZE CASTLE TRANSACTION SERVICES LLC (BOSTON MA)
MA
07/05/2007 - 08/03/2010
BAY CREST PARTNERS, LLC (BOSTON MA)
IA
Issued 03/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/07/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/21/2007
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
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