Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Kraft has been in the financial services industry since 1993. Currently, Joseph is a registered representative at Robert W. Baird & Co. Inc. Joseph has previously worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Salomon Smith Barney Inc. and Lehman Brothers Inc. Joseph is a Series 7, Series 31, Series 63, and Series 65 licensed 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.
See schedule d
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.
Hard dollar payments for research
1
2
OH
11/08/2018 - Present
Robert W. Baird & Co. Inc. (CLEVELAND OH)
OH
06/01/2009 - 01/20/2010
MORGAN STANLEY SMITH BARNEY (WESTLAKE OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTLAKE OH)
OH
07/06/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WESTLAKE OH)
NY
07/31/1993 - 07/16/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/20/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1993
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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