Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Thurman Wilson is a financial advisor with over 12 years of experience in the industry. Joseph is registered with J.p. Morgan Securities LLC and has held previous roles with BGC FINANCIAL, L.P. and Tullett Prebon Financial Services LLC. Joseph holds a Series 3, Series 7, Series 63 and Series 66 license and has obtained the Securities Industry Essentials Exam. Joseph is licensed in 8 states and has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Joseph specializes in investments, mutual funds, variable life, fixed annuities, variable annuities, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
04/03/2018 - Present
J.p. Morgan Securities LLC (SHORT HILLS NJ)
NY
01/06/2014 - 07/25/2017
BGC FINANCIAL, L.P. (NEW YORK NY)
NY
11/15/2010 - 12/24/2013
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
BOTH
Issued 05/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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