Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joey? Claim Your ProfileJoey Anton Bitz is a financial advisor who has been working in the industry since 1997. Joey is currently registered with Raymond James Financial Services Advisors, Inc. in North Dakota and Texas. Joey has experience in financial planning, pension consulting, and portfolio management for both individuals and businesses. Joey is also a registered agent for Equitable Life and Casualty insurance Company and a fixed annuity agent for Liberty Bankers Life.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
ND
11/22/2019 - Present
Raymond James Financial Services Advisors, Inc. (BISMARCK ND)
ND
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (BISMARK ND)
ND
08/27/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BISMARK ND)
WI
08/11/1997 - 08/15/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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