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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 Nicholas Privitelli is a financial advisor registered with Morgan Stanley. Joseph has been working in the financial industry since November 2021. Prior to joining Morgan Stanley, Joseph worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph is a licensed representative in multiple states and has a Series 7, Series 66, and SIE license. He is a specialist in asset allocation advice, financial planning, and pension consulting. Joseph provides advisory services to individuals, high-net-worth individuals, businesses, investment companies, and charitable organizations. He is committed to providing personalized financial advice to meet the needs of his clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/26/2023 - Present
Morgan Stanley (Beverly Hills CA)
CA
11/11/2021 - 03/08/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 03/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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