Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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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)
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
Active
Inactive
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