Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Howard Evelo is an active investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the securities industry since February 23, 1975. Joseph has held previous positions with Salomon Smith Barney Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph has a strong background in financial services and has a wide range of experience in the industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/12/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
NY
07/31/1993 - 07/19/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/01/1982 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/26/1978 - 04/14/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/24/1975 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 10/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/07/1979
Series 12 - NYSE Branch Manager Examination
BC
Issued 11/30/1979
Series 4 - Registered Options Principal Examination
BC
Issued 09/17/1979
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 02/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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