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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 Daniel Murphy is a registered Investment Advisor Representative with Cuso Financial Services, LP. Joseph Daniel Murphy has been in the financial industry since 1993. The advisor has licenses to sell securities in 15 states and the District of Columbia. Cuso Financial Services, LP is a Registered Investment Advisor with over 4.5 billion dollars in assets under management. Cuso Financial Services, LP specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Joseph Daniel Murphy has a history of working with high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. The advisor is also licensed to provide financial planning services to pension and profit sharing plans.
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.
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
07/30/2009 - Present
Cuso Financial Services, LP (MILLBURY MA)
RI
06/15/2007 - 04/07/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
RI
03/14/2005 - 03/28/2007
CCO INVESTMENT SERVICES CORP. (PROVIDENCE RI)
IA
08/12/2003 - 02/11/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
RI
12/16/1999 - 11/27/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/26/1994 - 12/16/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
04/10/1991 - 10/26/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
03/21/1989 - 04/18/1989
HIBBARD BROWN & CO., INC.
IA
Issued 03/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 02/09/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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