Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Magurne is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the securities industry for more than 10 years, with previous experience at Wells Fargo Clearing Services, LLC and Morgan Stanley. Joseph holds the Series 66, 7, and 55 licenses. Joseph is also registered as an investment advisor in Florida.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/25/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Jacksonville FL)
NY
04/04/2016 - 07/25/2022
WELLS FARGO CLEARING SERVICES, LLC (WOODBURY NY)
NY
08/30/2013 - 04/13/2016
MORGAN STANLEY (GARDEN CITY NY)
NY
03/04/2002 - 07/09/2002
WIN CAPITAL CORP. (BAYVILLE NY)
TX
08/28/2000 - 09/06/2001
FLEET SECURITIES, INC. (DALLAS TX)
BOTH
Issued 11/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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