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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Gil is an active investment advisor representative with Morgan Stanley, having joined the firm in August 2015. Joseph has been in the financial services industry since August 2002. Prior to joining Morgan Stanley, Joseph worked for Town Hall Capital in Chapel Hill, NC. Joseph John Gil holds a Series 65, Series 63, Series 24, Series 7 and SIE license. Joseph John Gil's specialties include 1) providing asset allocation advice, 2) financial planning, 3) pension consulting, 4) education seminars, 5) selection of other advisors, 6) portfolio management for businesses and 7) portfolio management for individuals. Joseph John Gil has experience working with individuals, high-net-worth individuals, investment clubs, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and others.
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
CA
04/08/2020 - Present
Morgan Stanley (SAN RAFAEL CA)
NC
02/08/2011 - 08/11/2015
TOWN HALL (Chapel Hill NC)
CA
06/01/2009 - 08/09/2010
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
10/18/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
CO
05/18/2005 - 10/19/2006
BATHGATE CAPITAL PARTNERS LLC (GREENWOOD VILLAGE CO)
NV
04/02/2003 - 08/05/2005
DESON & CO. (LAS VEGAS NV)
WI
04/17/2002 - 09/27/2002
RELIANT TRADING (ST. FRANCIS WI)
NY
10/04/2000 - 11/15/2000
COMPREHENSIVE CAPITAL CORP. (GREAT NECK NY)
NY
10/16/1998 - 12/22/1998
COMPREHENSIVE CAPITAL CORP. (GREAT NECK NY)
NV
06/11/1996 - 10/30/1996
FINANCIAL WEST GROUP (RENO NV)
IA
Issued 09/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
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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