Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Francis Healy is an Investment Advisor Representative associated with Beacon Trust. Joseph is a Chartered Financial Analyst and holds the Series 2 and Series 63 licenses. Joseph has been registered with the State of New Jersey since April 2016 and has been with Beacon Trust since June 2012. Beacon Trust is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a broad range of clients including high-net-worth individuals, corporations, charitable organizations, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
NJ
04/11/2016 - Present
Beacon Trust (MORRISTOWN NJ)
BC
Issued 04/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1989
Series 2 - Non-Member General Securities Examination
Active
Inactive
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