Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A. Gunn is an investment advisor representative with Cambridge Investment Research Advisors, Inc. He has been in the industry since April 2002 and is registered to provide investment advice in Georgia, North Carolina, Ohio, Pennsylvania, Virginia and West Virginia. Joseph is a Series 6, Series 63, and Series 65 licensed professional. He is also a Registered Representative. Joseph previously worked with MML Investors Services, LLC and MSI Financial Services, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
04/25/2017 - Present
Cambridge Investment Research Advisors, Inc. (New Castle PA)
MA
03/25/2017 - 04/26/2017
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
WV
05/08/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEIRTON WV)
PA
05/08/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
IN
04/05/2002 - 02/06/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
KS
07/07/1999 - 09/24/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 02/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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