Joseph Punio (CRD# 5980594) is an Investment Advisor Representative working at Morgan Stanley in Las Vegas, NV and has over 5 years of experience in the finance industry.
CRD# 2514757
Kingsbridge Wealth Management, Inc.
Score
100
CRD# 5106024
Hornor, Townsend & Kent, Inc.
Score
100
CRD# 1340357
Cathay Consultants Ltd.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York, NY | Sep 2015 - Current | 1 |
| Morgan Stanley | Las Vegas, NV | Jun 2015 - Current | 2 |
| Pnc Bank | Pittsburgh, PA | Dec 2013 - Jun 2015 | 1 |
| Pnc Investments | Pittsburgh, PA | Dec 2013 - Jun 2015 | 1 |
| Unemployed | Betheda, MD | Aug 2013 - Dec 2013 | < 1 |
| Wells Fargo Advisors LLC | Fort Lauderdale, FL | Dec 2012 - Aug 2013 | < 1 |
| Wells Fargo Bank Na | Fort Lauderdale, FL | Nov 2012 - Aug 2013 | < 1 |
| Bank Of America, N.a. | Vienna, VA | Mar 2012 - Nov 2012 | < 1 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Veinna, VA | Dec 2011 - Nov 2012 | < 1 |
| Wells Fargo Advisors LLC | Washington, DC | Sep 2011 - Dec 2011 | < 1 |
| Wells Fargo Bank Na | Washington, DC | Apr 2011 - Dec 2011 | < 1 |
| Wells Fargo | Washington, DC | Mar 2010 - Dec 2011 | 1 |
| Wells Fargo Bank | Laurel, MD | Jul 2010 - Apr 2011 | < 1 |
| Wells Fargo Financial | Laurel, MD | Mar 2010 - Jul 2010 | < 1 |
| College Of Southern Maryland | Waldorf, MD | Sep 2009 - May 2010 | < 1 |
| Bostons The Gourmet Pizza | Waldorf, MD | Mar 2010 - Mar 2010 | < 1 |
| Csm | La Plata, MD | Jan 2010 - Mar 2010 | < 1 |
| Vector Marketing | Falls Church, MD | Jan 2008 - Jan 2010 | 2 |
| University Of Maryland: College Park | College Park, MD | Jan 2007 - Jun 2009 | 2 |
| University Of Maryland: College Park | College Park, MD | Jan 2007 - May 2008 | 1 |
| Bob Evans | Waldorf, MD | Jun 2007 - Sep 2007 | < 1 |
| Circuit City | Mclean, VA | Oct 2006 - Jan 2007 | < 1 |
| Marymount University | Arlington, VA | Sep 2006 - Dec 2006 | < 1 |
| Toyota | Waldorf, MD | Apr 2006 - Sep 2006 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- NV
-
Total Assets Under Management535,890MILLIONS
-
Total Number of Accounts1,563,538ACCOUNTS
-
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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