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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 Durso is a financial advisor with Morgan Stanley. Joseph has been in the securities industry since 1979. Joseph has experience in both brokerage and investment advisory services. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Joseph holds the Series 3, 7, 63 and 65 licenses. Joseph is also registered with the following states: Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington.
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
NJ
04/15/2020 - Present
Morgan Stanley (Mount Laurel NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NY
05/06/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/17/1982 - 04/10/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/01/1979 - 03/08/1982
DEAN WITTER REYNOLDS INC.
IA
Issued 04/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/1979
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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