Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Molinero is a financial advisor with over 28 years of experience in the financial industry. He is currently registered with Morgan Stanley and has held previous positions at several other firms, including Wachovia Securities, LLC, Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph holds several licenses and certifications, including Series 3, 7, 10, 63, and 65, as well as the SIE exam. Joseph has experience working with a wide range of clients, including individuals, businesses, corporations, trusts, and high-net-worth individuals. He provides a variety of financial services, including investment advisory services, financial planning, and pension consulting.
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
04/15/2020 - Present
Morgan Stanley (Upper St. Clair PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PITTSBURG PA)
PA
03/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (PITTSBURG PA)
PA
07/01/2003 - 03/06/2007
WACHOVIA SECURITIES, LLC (SEWICKLEY PA)
NY
08/04/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/09/1994 - 08/06/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/1994
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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