Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph N Bustros is a financial advisor with over 20 years of experience in the financial services industry. Joseph is registered as a securities broker with Eaton Vance Management and as an Investment Advisor Representative (IAR) in Massachusetts. Joseph is currently working for Eaton Vance Management, a firm with over $63 billion in assets under management. Prior to joining Eaton Vance Management, Joseph was a financial advisor at Credit Suisse Securities (USA) LLC for 15 years. Joseph has a broad range of experience advising individual clients, businesses, investment companies, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
03/07/2016 - Present
Eaton Vance Management (BOSTON MA)
NY
08/14/2001 - 03/03/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/09/2000 - 04/23/2001
UBS WARBURG LLC (NEW YORK NY)
NY
01/04/2000 - 05/04/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 06/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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