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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Vincent Parisi is a financial advisor with over 30 years of experience in the industry. Joseph is currently registered with Morgan Stanley and has previously been affiliated with Barclays Capital Inc. and Lehman Brothers Inc. Joseph has a broad range of experience in the financial industry, including experience with individual clients, corporations, and institutional investors. Joseph is a licensed broker-dealer and investment advisor.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/26/2015 - Present
Morgan Stanley (New York NY)
NY
09/22/2008 - 07/07/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/18/1992 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/27/1995
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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