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 at Truist Advisory Services, INC. Joseph has been in the financial industry since 1989 and has extensive experience providing financial advice to individuals and businesses. Joseph is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 63, and Series 65 licenses. Joseph has worked at several other firms in the past including BB&T Securities, LLC and BB&T Investment Services, INC.
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 7/6/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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