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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 H Johnson is a financial advisor with Morgan Stanley, headquartered in Dothan, AL. Joseph has been in the industry since October 2020 and has a wide range of experience in the financial services field. Joseph has held previous positions at Northwestern Mutual Investment Services, LLC and Raymond James & Associates, Inc. Joseph holds the Series 7TO, SIE, and Series 66 licenses, which allow Joseph to provide a variety of financial services, including investment advisory services, securities brokerage, and insurance. Joseph's specializations include Retirement Planning, College Savings Plans, Estate Planning, and Insurance. Joseph is committed to providing clients with personalized financial advice and guidance to help Joseph reach Joseph's financial 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
AL
07/07/2023 - Present
Morgan Stanley (DOTHAN AL)
AL
12/10/2020 - 09/01/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Vestavia AL)
AL
07/16/2020 - 09/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM AL)
BOTH
Issued 09/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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