Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Alexander Sanchez is a registered investment advisor with Cetera Investment Advisers LLC. Sanchez has been in the financial industry since 1998 and has a wide range of experience in securities, investments, and financial planning. Sanchez has held various positions in the industry, including roles at Invest Financial Corporation, Fifth Third Securities, Inc., PNC Investments, LPL Financial LLC, and Chase Investment Services Corp. Sanchez is registered in several states including Illinois, Texas, California, Colorado, Florida, Missouri, Indiana, and Oklahoma.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/12/2023 - Present
Cetera Investment Advisers LLC (CHICAGO IL)
IL
03/17/2014 - 01/08/2018
INVEST FINANCIAL CORPORATION (CHICAGO IL)
IL
01/15/2013 - 01/31/2014
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
09/29/2011 - 01/08/2013
PNC INVESTMENTS (CICERO IL)
IL
03/18/2011 - 09/30/2011
LPL FINANCIAL LLC (BURBANK IL)
IL
07/06/2005 - 03/15/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/20/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/21/2003 - 04/08/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
FL
03/14/2003 - 04/23/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
04/18/2000 - 02/04/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
OH
01/01/2000 - 04/17/2000
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
02/16/1999 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
NJ
11/06/1997 - 08/10/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 4/3/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/5/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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