Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Juras is a financial advisor with over 40 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Joseph has a broad range of experience in financial services, having previously worked for Morgan Stanley DW Inc., Smith Barney Shearson Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a Series 7, Series 31, and Series 65 licensed professional. Joseph is committed to providing personalized financial advice and investment management services to individuals and families.
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.
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.
Investment consulting services to institutional clients
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
MD
03/17/2006 - Present
Wells Fargo Clearing Services, LLC (LUTHERVILLE MD)
NY
12/10/1993 - 03/20/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/07/1986 - 01/26/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
02/17/1982 - 07/28/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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