Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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