Unclaimed
Joe Francis Redmond is an investment advisor representative, licensed to provide securities and investment advisory services in several states, including New Mexico and Texas. Joe has been in the financial services industry since 2002, and is currently affiliated with The Wealth Consulting Group, a firm with over $1 billion in assets under management. Joe specializes in providing financial planning and investment management services to individuals, families, and businesses. Joe is dedicated to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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
NM
12/05/2014 - Present
THE Wealth Consulting Group (ALBUQUERQUE NM)
NM
05/07/2002 - 11/14/2014
NEW ENGLAND SECURITIES (ALBUQUERQUE NM)
IA
Issued 05/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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