Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Feinberg has been working in the financial services industry since 1993 and is currently a registered representative and investment advisor representative with Hightower Advisors, LLC. Joseph Feinberg has experience working with Morgan Stanley and has a broad range of licenses and certifications, including Series 3, 7, 8, 9, 10, 31, 63, and 65.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
02/10/2025 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
06/01/2009 - 12/19/2015
MORGAN STANLEY (CHICAGO IL)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WOODLAND HILLS CA)
CA
03/26/1993 - 04/02/2007
MORGAN STANLEY DW INC. (WOODLAND HILLS CA)
IA
Issued 08/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1997
Series 3 - National Commodity Futures Examination
BC
Issued 05/30/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Feinberg is the right advisor for you? Invested Better is here to help.
