Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Stanley Zuramski is a financial advisor currently registered with Clearbridge Investments, LLC. Joseph has over 7 years of experience in the financial services industry. Joseph is registered to provide investment advice in 53 states. Joseph is a Series 66, Series 7 and SIE license holder. Joseph is currently working out of the Clearbridge Investments, LLC branch office in New York, NY.
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.
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.
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.
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.
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2
NY
06/21/2024 - Present
Clearbridge Investments, LLC (NEW YORK NY)
MA
03/09/2018 - 09/26/2018
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
FL
05/25/2017 - 03/01/2018
RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)
BOTH
Issued 02/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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