Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Dahm is an investment advisor representative registered with Asset Allocation Strategies, LLC, an investment advisory firm headquartered in Farmington, Michigan. Joe has been active in the securities industry since 2002 and holds several licenses, including Series 63, 65, and SIE. Joe is licensed to provide investment advisory services in several states, including California, Colorado, Florida, Georgia, Iowa, Michigan, New York, North Carolina, Oklahoma, Texas, Virginia, Washington, and Wisconsin. Joe is also registered as an insurance agent with GLP & Associates, located in Holland, Michigan. In addition to providing investment advisory services, Joe also provides financial planning services, educational seminars, and selection of other advisors.
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.
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.
1
2
MI
12/10/2010 - Present
Asset Allocation Strategies, LLC (FARMINGTON MI)
IA
Issued 03/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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