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Joseph Tanious

Bessemer Investor Services, Inc.

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About Joseph Tanious

Joseph Tanious is a financial advisor with Bessemer Investor Services, Inc. Joseph has been in the financial services industry since 2004. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Joseph has experience in a variety of financial services areas, including investment advisory services.

Firm Information

Joseph Tanious is currently registered with Bessemer Investor Services, Inc.. Bessemer Investor Services, Inc. is a Corporation that was formed on April 7, 1983. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Tanious’s Registration & Firm History

CA

06/04/2020 - Present

Bessemer Investor Services, Inc. (LA JOLLA CA)

CA

12/10/2014 - 01/16/2019

BESSEMER INVESTOR SERVICES, INC. (LOS ANGELES CA)

NY

11/23/2009 - 08/06/2014

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

NY

08/14/2009 - 11/23/2009

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NC

04/05/2005 - 05/03/2007

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

CA

09/06/2002 - 04/04/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/12/2009

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Tanious.
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