Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Guerino Digregorio is an investment professional with over 27 years of experience in the financial services industry. Joseph is currently registered with Morgan Stanley. Prior to joining Morgan Stanley, Joseph held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, CITICORP SECURITIES, INC. and PAINEWEBBER INCORPORATED. Joseph is a Series 63, Series 65, Series 7, Series 9 and Series 10 licensed professional. Joseph is registered in 53 states and Puerto Rico. Joseph specializes in providing financial planning, pension consulting and asset allocation advice for high-net-worth individuals, families, and businesses.
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
PA
04/08/2020 - Present
Morgan Stanley (Newtown Square PA)
PA
03/30/1998 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDIA PA)
NY
12/19/1996 - 06/24/1997
CITICORP SECURITIES, INC. (NEW YORK NY)
NJ
04/26/1994 - 10/06/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/31/1992 - 07/01/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1992
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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