Edner Joseph, financial advisor New York NY
93 score

Edner Joseph

CRD Number: 5312485
Current Firm: Mbsc Securities Corporation

Edner Joseph (CRD# 5312485) is an Investment Advisor Representative working at Mbsc Securities Corporation in New York, NY and has over 9 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor New York NY
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Danna Jacobs, financial advisor New York NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Similar Advisors
Gary Matthews, financial advisor New York NY
Gary R. Matthews
CRD# 4276969
SRI Investing
Score
107
Company Name Location Dates Years
Mbsc Securities Corporation New York, NY Feb 2014 - Current 2
J.p. Morgan Securities LLC New York, NY Oct 2012 - Jan 2014 1
Jpmorgan Chase New York, NY Apr 2012 - Jan 2014 1
Chase Investment Services Corp New York, NY Apr 2012 - Oct 2012 < 1
Unemployed New York, NY Dec 2011 - Apr 2012 < 1
Morgan Stanley Smith Barney New York, NY Feb 2011 - Dec 2011 < 1
Jp Morgan Chase Bank Na New York, NY Oct 2009 - Feb 2011 1
Chase Investment Services Corp New York, NY Oct 2009 - Feb 2011 1
Global Arena Capital Group New York, NY Feb 2009 - Oct 2009 < 1
John Thomas Financial New York, NY Dec 2008 - Feb 2009 < 1
East Brook Capital Group New York, NY Feb 2008 - Dec 2008 < 1
Clark Dodge & Company, Inc. New York, NY Apr 2007 - Jan 2008 < 1
Commerce One Financial Inc. Westbury, NY Mar 2007 - May 2007 < 1
Barnes And Noble New Rochelle, NY May 2002 - Mar 2007 4
Iona College New Rochelle, NY Sep 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Edner D. Joseph
Phone Number: 212-922-7145
Firm Website: http://www.dreyfus.com
Registered State(s):
  • IL
  • NJ
  • ND
  • SD
  • WI
By the Numbers
  • Total Assets Under Management
    1,354
    MILLIONS
  • Total Number of Accounts
    4,600
    ACCOUNTS
  • Average Account Value
    $294,400
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.