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 Shearrer is a financial advisor with over 15 years of experience in the industry. Joseph is currently registered with LPL Financial LLC in Springfield, Missouri. Joseph has a wide range of experience, having previously worked with Cambridge Investment Research, Inc. and LPL Financial Corporation. Joseph is a highly qualified professional, holding the Series 7, Series 66, and SIE licenses. Joseph is also a registered Investment Advisor Representative in Missouri. Joseph's professional experience includes working with corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
02/14/2024 - Present
LPL Financial LLC (SPRINGFIELD MO)
MO
01/31/2008 - 11/11/2009
LPL FINANCIAL CORPORATION (MARSHFIELD MO)
MO
10/26/2007 - 12/19/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (SPRINGFIELD MO)
BOTH
Issued 02/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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