Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Fitzsimons is an Investment Advisor Representative at Morgan Stanley. Joseph has over 30 years of experience in the financial industry, holding licenses in numerous states. Joseph has a deep understanding of investment strategies, with experience across various investment vehicles. With a commitment to personalized service, Joseph works closely with clients to develop customized financial plans, tailored to their individual needs and goals.
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
FL
11/30/2020 - Present
Morgan Stanley (DAYTONA BEACH SHORES FL)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (POTSDAM NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/19/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
11/05/1982 - 02/07/1983
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 02/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1983
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Fitzsimons is the right advisor for you? Invested Better is here to help.
