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Joseph Rebello

32 Years of Experience
Charlotte, NC
Broker

Joseph Rebello is a registered investment advisor, based in Charlotte, NC, with 32 years of industry experience.

Location

Charlotte, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is the President of Rebello Home Building & Remodeling, dedicating about a quarter of his time to home building and remodeling. He also owns Oasis Holdings, LLC, which he uses to hold real estate investments, spending a few hours per week on related activities.

Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
July 2012 - January 2018 · 5 yrs 6 mos
Bb&t Investment Services, INC.Broker
November 2000 - January 2018 · 17 yrs 2 mos
First Union Securities, INC.Broker
October 2000 - December 2000 · 2 mos
First Union Brokerage Services, INC.Broker
November 1995 - October 2000 · 4 yrs 11 mos
Josephthal Lyon & Ross IncorporatedBroker
October 1994 - August 1995 · 10 mos
L.C. Wegard & CO., INC.Broker
October 1993 - October 1994 · 1 yr
State Registrations41 states
AKALARAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joseph Rebello - Financial Advisor | TrueAdvisor