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JM

Joseph E. Murgolo

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CRD#: 1094479
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Emanuel Murgolo was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1983. Joseph had worked at 7 firms and has passed the Series 7 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 29, 1998 - November 29, 2000

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

March 4, 1991 - May 22, 1992

INTERNET FINANCIAL SERVICES, INC.

BD
CRD#: 27420
Past

February 9, 1989 - March 4, 1999

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

May 1, 1987 - January 18, 1989

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
Past

August 29, 1986 - May 1, 1987

NCNB SC SECURITIES, INC.

BD
CRD#: 17347
Past

October 23, 1984 - February 18, 1986

FINANCIAL CLEARING & SERVICES CORPORATION

BD
CRD#: 6633
Past

September 21, 1983 - October 18, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 9/17/1983
General Securities Representative Examination
Principal/Supervisory Exam

Current Firm


WS
WACHOVIA SECURITIES, INC.
INTERSTATE SECURITIES CORPORATION | WACHOVIA SECURITIES, INC. | INTERSTATE/JOHNSON LANE CORPORATION

CRD#: 431 / SEC#: , 8-2612

BD
Terminated by SEC on 08/16/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
North Carolina since 03/28/1932
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WACHOVIA CORPORATIONPARENT COMPANY
BULLARD, LORI JONASSROP/SENIOR VICE PRESIDENT1587297
FIRENZE, STEVEN ANTHONYCROP/CCO1625122
HEARN, MICHAEL DEANCLO/SENIOR MANAGING DIRECTOR835376
KNIEJSKI, ROBERT STEVENEXECUTIVE VICE PRESIDENT2560066
WAGSTAFF, CONNER FRED IIICFO1427591

Disclosures


Regulatory Event31
Civil Event3
Arbitration18
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WACHOVIA SECURITIES, INC.

CRD#: 431

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