Unclaimed
Joseph Michael Hurchik is a registered investment advisor representative with Macquarie Investment Management Business Trust. Joseph has been in the industry since 2004 and holds licenses in 44 states. Joseph is a qualified advisor who can assist clients with their investment needs. Previously, Joseph worked for Blackrock Investments, LLC and Foreside Fund Services, LLC. Joseph has experience providing advisory services in the areas of structured products, securitization, and transition management. Joseph is also registered with FINRA and is a member of the Securities Industry Essentials Examination.
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.
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.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
NJ
09/20/2007 - 01/26/2017
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
PA
01/03/2006 - 06/12/2006
FORESIDE FUND SERVICES, LLC (BERWYN PA)
PA
02/14/2005 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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