Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Robert Accurso is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the industry since 1996 and has passed several securities exams including Series 7, Series 55, and Series 63. Joseph has experience with several firms including METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, SCHONFELD SECURITIES, LLC, ON-SITE TRADING, INC., and ANDOVER BROKERAGE, L.L.C. Joseph currently holds registrations with FINRA and in several states including Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Illinois, Kansas, Maryland, Massachusetts, Missouri, New York, North Carolina, Pennsylvania, Tennessee, Texas, Vermont, Virginia, and Washington. Joseph has a strong background in portfolio management, investment advisory services and specializes in portfolio management for businesses and individuals. Joseph is also involved in several outside business activities outside of the financial industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
DC
02/16/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
VA
09/21/2005 - 10/10/2009
METLIFE SECURITIES INC. (FALLS CHURCH VA)
FL
09/21/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT LAUDERDALE FL)
NY
04/17/2000 - 02/02/2004
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
01/25/2000 - 04/05/2000
ON-SITE TRADING, INC. (GREAT NECK NY)
NY
09/21/1999 - 01/07/2000
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
06/02/1997 - 09/09/1999
ON-SITE TRADING, INC. (GREAT NECK NY)
NY
09/14/1995 - 05/12/1997
VISTA SECURITIES INC. (GARDEN CITY NY)
NY
08/16/1994 - 09/21/1995
CASTLE SECURITIES CORP. (FREEPORT NY)
NY
07/13/1994 - 08/01/1994
COLIN WINTHROP & CO., INC. (JERICHO NY)
IA
Issued 11/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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