Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Messina is a financial professional with over 25 years of experience in the industry. Joseph is currently a registered representative with Bofa Securities, Inc. in Bradenton, Florida. Prior to joining Bofa Securities, Inc., Joseph was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years. Joseph has held various roles in the industry including positions with Banc of America Securities LLC, Lazard Freres & Co. LLC, Morgan Stanley & Co., Incorporated, and Dean Witter Reynolds Inc. Joseph is a Series 7, Series 10, Series 24, and Series 79TO licensed representative.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
FL
05/10/2019 - Present
Bofa Securities, Inc. (BRADENTON FL)
NY
11/01/2010 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/2006 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
09/04/2003 - 06/28/2006
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
04/16/1997 - 07/01/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
04/16/1997 - 01/16/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Messina is the right advisor for you? Invested Better is here to help.
