Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Saya is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Saya is currently affiliated with Pinnacle Investments, LLC, a firm with over 50 investment advisor representatives and licensed agents. He is licensed to conduct securities business in Florida, New York, Pennsylvania, South Carolina and Texas. Previously, Saya was registered with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Saya holds a Series 66, Series 31, and Series 7 licenses. Saya has been actively involved in the Syracuse community for many years, including serving as Chairman of the Board of Assessment Review for the City of Syracuse.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
06/08/2023 - Present
Pinnacle Investments, LLC (SYRACUSE NY)
NY
06/01/2009 - 11/12/2010
MORGAN STANLEY SMITH BARNEY (SYRACUSE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)
NY
04/24/2000 - 04/02/2007
MORGAN STANLEY DW INC. (SYRACUSE NY)
BOTH
Issued 05/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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