Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph G. Ferraro is a financial advisor with Truist Advisory Services, Inc. Joseph has over 30 years of experience in the financial services industry. Joseph specializes in providing financial advice and investment management services to individuals, businesses, and institutions. Joseph is registered to provide investment advice in 19 states across the country. Joseph is a dedicated and experienced advisor with a proven track record of success. Joseph is committed to providing his clients with personalized financial guidance and investment strategies designed to meet their specific needs and goals. Joseph is dedicated to building lasting relationships with his clients based on trust, transparency, and a commitment to excellence.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (DAWSONVILLE GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
06/04/2001 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DAWSONVILLE GA)
WI
02/12/2001 - 06/01/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
05/17/2001 - 05/24/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
02/14/2000 - 01/08/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
01/20/2000 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NY
12/20/1996 - 09/15/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NC
09/17/1996 - 01/17/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/02/1994 - 08/15/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
TX
01/25/1989 - 01/26/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
06/21/1988 - 01/09/1989
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 10/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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