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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 Raymond Scheffler is a financial advisor at Morgan Stanley. Joseph is a registered representative in Oregon and Texas. He specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Joseph's experience in the industry began in December of 2000 when he began working for CITIGROUP GLOBAL MARKETS INC.. Joseph has been a financial advisor at Morgan Stanley since June of 2009.
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
OR
03/03/2020 - Present
Morgan Stanley (Medford OR)
OR
12/04/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDFORD OR)
IA
Issued 12/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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