Joseph Shure, financial advisor New York NY
90 score

Joseph Shure

CRD Number: 6171157
Current Firm: Learnvest Planning Services, LLC

Joseph Shure (CRD# 6171157) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Learnvest Planning Services, LLC New York, NY Feb 2013 - Current 3
Intersect Fund Corporation New Brunswick, NJ Mar 2008 - Current 8
Rutgers University -- Office Of Information Technology New Brunswick, NJ Jul 2007 - May 2009 1
The Targum Publishing Company New Brunswick, NJ Sep 2005 - May 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Joseph C. Shure
Phone Number: 212-675-6711
Firm Website: http://www.learnvest.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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