Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Poe is a securities professional with over 30 years of experience in the financial services industry. Joe currently holds a Series 7, Series 22, Series 24, Series 6, and Series 63 license. Joe is registered in 31 states and works as a Registered Representative for Wilson-Davis & CO., Inc., and previously worked for NETWORK 1 FINANCIAL SECURITIES INC. and ACAP FINANCIAL INC. Joe's past experience also includes employment with various other firms including PHD CAPITAL, VFINANCE INVESTMENTS, INC., EQUITY STATION, INC., CAPITAL GROWTH FINANCIAL, LLC., J.P. TURNER & COMPANY, L.L.C., FIRST AVANTUS SECURITIES, INC., JOHN HANCOCK DISTRIBUTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.
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.
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.
1
2
UT
01/26/2017 - Present
Wilson-Davis & CO., Inc. (SALT LAKE CITY UT)
OK
12/23/2016 - 01/19/2017
NETWORK 1 FINANCIAL SECURITIES INC. (Midwest City OK)
UT
06/19/2008 - 12/09/2016
ACAP FINANCIAL INC. (SALT LAKE CITY UT)
NY
02/26/2008 - 06/19/2008
PHD CAPITAL (NEW YORK NY)
OK
03/09/2007 - 02/27/2008
VFINANCE INVESTMENTS, INC (MIDWEST CITY OK)
OK
09/12/2005 - 02/05/2008
EQUITY STATION, INC. (MIDWEST CITY OK)
FL
08/31/2005 - 09/12/2005
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
04/13/2004 - 08/31/2005
CAPITAL GROWTH FINANCIAL, LLC (BOCA RATON FL)
GA
04/24/2003 - 04/07/2004
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
TX
08/01/1997 - 05/05/2003
FIRST AVANTUS SECURITIES, INC. (AUSTIN TX)
MA
09/17/1983 - 08/05/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/17/1983 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 11/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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