Joseph P. Messina
Professional summary
Joseph Philip Messina is a registered financial professional currently at VESTRA ADVISORS, LLC located in New York, New York.
Joseph is registered as a RR (Registered Representative) and started their career in finance in 1997. Joseph has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joseph Philip Messina's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 2025 - Present
VESTRA ADVISORS, LLC
Office #1: One World Trade Center 85th Floor, New York, NY, 10007May 10, 2019 - May 13, 2025
BOFA SECURITIES, INC.
November 1, 2010 - May 10, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 31, 2006 - November 1, 2010
BANC OF AMERICA SECURITIES LLC
September 4, 2003 - June 28, 2006
LAZARD FRERES & CO. LLC
April 16, 1997 - January 16, 1998
MORGAN STANLEY DW INC.
April 16, 1997 - July 1, 2003
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/9/2025)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
VESTRA ADVISORS, LLC
CRD#: 327907 / SEC#: , 8-71140
Contact information
FINRA licenses (10 States and Territories)
Documents
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.
