Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Philip Scheuermann is a financial professional with over 20 years of experience in the financial services industry. Joseph currently works at Bay Crest Partners, LLC. In the past, Joseph has worked at Bear, Stearns & Co. Inc. and AFC Partners, LLC. Joseph holds a number of licenses and designations, including Series 7, 24, 25, 27, 55, 57TO, 99TO, and SIE. Joseph specializes in providing investment advice and wealth management services to individual and institutional 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.
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.
1
2
NY
01/03/2008 - Present
BAY Crest Partners, LLC (NY NY)
NY
02/12/2001 - 12/13/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/01/2000 - 02/13/2001
AFC PARTNERS, LLC (NEW YORK NY)
BC
Issued 06/07/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/13/2000
Series 25 - NYSE Trading Assistant Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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