Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph William Rebello is an Investment Advisor Representative at Truist Advisory Services, Inc. in Charlotte, NC. Joseph has been in the industry since 1994 and has a wide range of experience, including working at BB&T Securities, LLC and BB&T Investment Services, Inc. Joseph is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and holds several licenses and certifications, including Series 7, Series 63, Series 24, Series 53, Series 9, and Series 10. Joseph specializes in providing financial planning, portfolio management for individuals and businesses, and wrap fee product services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
11/21/2000 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
10/02/2000 - 12/07/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/10/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
10/06/1994 - 08/14/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
10/25/1993 - 10/13/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 04/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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