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Joseph Jeffry D'urso

Prosperity Wealth Management, Inc.

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About Joseph Jeffry D'urso

Joseph D'urso is an Investment Advisor Representative with Prosperity Wealth Management, Inc. Joseph has over 10 years of experience in the financial services industry. Joseph is registered to provide investment advice in California and Georgia. Joseph specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Joseph's experience includes working with clients of various types including individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Prior to joining Prosperity Wealth Management, Inc., Joseph worked for Fortune Financial Services, Inc., Parkland Securities, LLC, and LPL Financial LLC.

Firm Information

Joseph D'urso is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph D'urso’s Registration & Firm History

GA

07/30/2020 - Present

Prosperity Wealth Management, Inc. (Marietta GA)

GA

05/14/2021 - 12/31/2021

FORTUNE FINANCIAL SERVICES, INC. (Marietta GA)

GA

08/09/2017 - 06/06/2019

PARKLAND SECURITIES, LLC (Marietta GA)

MD

10/14/2016 - 08/28/2017

LPL FINANCIAL LLC (SEVERNA PARK MD)

MD

05/27/2015 - 10/18/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (SEVERNA PARK MD)

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Licenses & Designations

IA

Issued 05/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Jeffry D'urso.
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