Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Wilson is a registered representative with UBS Financial Services Inc. Joseph has been in the industry since February 1992. Joseph has 37 state securities licenses and is registered with the state of New York as an Investment Advisor Representative. Joseph also has several other business interests including Horizon Solutions, an electrical and industrial supply distributor, and Heritage Christian Services Foundation, Inc., where Joseph is a member of the Investment Committee. Joseph is a veteran advisor with a broad range of expertise.
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.
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.
See schedule d - miscellaneous
1
2
NY
02/23/2009 - Present
UBS Financial Services Inc. (ROCHESTER NY)
NY
04/02/2007 - 02/24/2009
MORGAN STANLEY & CO. INCORPORATED (ROCHESTER NY)
NY
04/19/2000 - 04/02/2007
MORGAN STANLEY DW INC. (ROCHESTER NY)
NY
12/13/1994 - 04/17/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/24/1992 - 12/13/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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