Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph James Massaro is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph James Massaro has been in the securities industry since August 17, 2003 and has held various positions at Equico Securities, Inc., Metlife Securities Inc. and Metropolitan Life Insurance Company. Joseph James Massaro is currently registered with the state of Florida, Georgia and Texas and has the Series 6, Series 7 and Series 66 licenses. Joseph James Massaro has also been a registered representative since March 29, 2006 and has held licenses to sell investment company products/variable contracts, general securities, and has passed the Uniform Combined State Law Examination. Joseph James Massaro has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 1994.
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
01/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
NA
10/11/1994 - 12/06/1994
EQUICO SECURITIES, INC.
NA
02/20/1992 - 08/05/1994
METLIFE SECURITIES INC.
NA
02/20/1992 - 08/05/1994
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 07/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1992
Series 6 - Investment Company Products/Variable Contracts 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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