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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 Maury Strauss is a financial advisor who has been in the industry since 2017. Joseph is currently registered with Equitable Advisors, LLC and has been with the firm since May 2023. Prior to joining Equitable Advisors, LLC, Joseph was with Key Investment Services LLC from January 2019 to March 2023 and with Edward Jones from July 2017 to December 2018. Joseph has Series 66, Series 7, and SIE licenses. Joseph also has experience working with high-net-worth individuals, corporations, and other businesses. Joseph specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
1
2
OR
05/22/2023 - Present
Equitable Advisors, LLC (ALBANY OR)
OR
01/15/2019 - 03/30/2023
KEY INVESTMENT SERVICES LLC (Albany OR)
PA
07/26/2017 - 12/21/2018
EDWARD JONES (HARRISBURG PA)
BOTH
Issued 08/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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