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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 Fred Cretella is a financial advisor with Morgan Stanley in Raleigh, North Carolina. Joseph has been in the securities industry since 1986 and has a broad range of experience in investments, financial planning, and wealth management. Joseph has worked at a number of firms over the years, including CITIGROUP GLOBAL MARKETS INC., PAINEWEBBER INCORPORATED, and SHEARSON LEHMAN HUTTON INC. Joseph holds licenses in a variety of states and is a registered representative with the Financial Industry Regulatory Authority (FINRA). Joseph specializes in serving high-net-worth individuals, families, and corporations. Joseph works with clients to develop personalized financial plans that meet their specific needs and goals.
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
NC
01/21/2022 - Present
Morgan Stanley (RALEIGH NC)
NC
05/24/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)
NJ
06/15/1989 - 06/09/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/14/1988 - 05/26/1989
SHEARSON LEHMAN HUTTON INC.
NA
04/03/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
06/19/1985 - 08/04/1986
PRUCO SECURITIES CORPORATION
IA
Issued 09/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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