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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 Walter Benyo is a financial advisor at Morgan Stanley. Joseph has been in the financial services industry since November 1985. Joseph is registered with the Securities and Exchange Commission as a broker-dealer and an investment advisor. He holds the Series 3, 7, 63, and 65 licenses. Joseph is a registered representative in 37 states and an investment advisor in 3 states. He has been with Morgan Stanley since June 2009 and Morgan Stanley Smith Barney since June 2009. Joseph's previous experience includes working at CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. He is also a sole proprietor of a family farm in Waterloo, Illinois. Joseph specializes in providing financial advice to individuals, families, and businesses. His services include investment management, financial planning, 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.
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
MO
02/11/2014 - Present
Morgan Stanley (Clayton MO)
MO
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ST. LOUIS MO)
NY
11/20/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1985
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
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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