Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Horton McCampbell Jr. is a registered representative with UBS Financial Services Inc. in Palm Beach Gardens, Florida. Joseph is a seasoned professional with over 20 years of experience in the financial services industry. Joseph has a broad range of expertise, including securities and futures managed funds. Joseph holds Series 7, 31 and 66 licenses and the SIE. Joseph is also a member of the Kiwanis Club of West Palm Beach and the West Palm Beach Kiwanis Foundation. Joseph is committed to providing clients with personalized financial advice and investment solutions.
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.
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.
See schedule d - miscellaneous
1
2
FL
10/16/2014 - Present
UBS Financial Services Inc. (PALM BEACH GARDENS FL)
FL
06/01/2009 - 10/27/2014
MORGAN STANLEY (Palm Beach Gardens FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM BEACH FL)
FL
03/07/2002 - 04/02/2007
MORGAN STANLEY DW INC. (PALM BEACH FL)
BOTH
Issued 04/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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