Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Beshara is a financial advisor at Bahl & Gaynor Inc. with over 20 years of experience in the industry. Joseph has held various roles at prominent firms like Advisors Asset Management, Inc., NYLIFE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley & Co., Incorporated. Joseph is a highly experienced advisor with a wide range of expertise and holds several licenses and certifications, including Series 7, 31, 66, 9 and 10. He is also registered with the state of California and Florida as an investment advisor representative.
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.
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.
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.
1
2
FL
03/26/2024 - Present
Bahl & Gaynor Inc. (Tampa FL)
IL
12/20/2010 - 07/06/2023
ADVISORS ASSET MANAGEMENT, INC. (LISLE IL)
IL
03/10/2009 - 12/22/2010
NYLIFE SECURITIES LLC (DEERFIELD IL)
IL
11/30/2007 - 02/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
04/02/2007 - 12/05/2007
MORGAN STANLEY & CO., INCORPORATED (RIVERWOODS IL)
IL
08/30/1999 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
BOTH
Issued 10/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Beshara is the right advisor for you? Invested Better is here to help.
