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 Curcio is a registered investment advisor with &partners in Nashville, Tennessee. Joseph Robert Curcio has been in the financial services industry since 1975 and is also a registered representative of &partners. Joseph Robert Curcio has held previous positions at SMITH BARNEY INC., LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. Joseph Robert Curcio holds Series 3, 7, 63, and 65 securities licenses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
01/21/2004 - Present
&partners (NASHVILLE TN)
NY
07/31/1993 - 12/07/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
03/07/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/26/1986 - 03/07/1988
E. F. HUTTON & COMPANY INC
NA
09/26/1978 - 10/16/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/19/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
10/22/1976 - 12/30/1977
BACHE HALSEY STUART INC.
NA
04/24/1975 - 09/30/1976
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1988
PC - AMEX Put and Call Exam
BC
Issued 01/19/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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