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Joseph A Waters

Heritage Financial Services

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About Joseph A Waters

Joseph A. Waters is a financial advisor with Heritage Financial Services, LLC. He is a Certified Financial Planner with more than 15 years of experience in the industry. Joseph has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses.

Firm Information

Joseph Waters is currently registered with Heritage Financial Services. Heritage Financial Services is an investment advisor registered with the SEC. They have approximately $2.5 billion in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. They primarily serve individuals, corporations, and charitable organizations.
Heritage Financial Services

100 LOWDER BROOK DRIVE

WESTWOOD, MA 02090

$2.50B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Waters’s Registration & Firm History

MA

03/25/2013 - Present

Heritage Financial Services (WESTWOOD MA)

MA

06/10/2008 - 03/07/2013

TOWER SQUARE SECURITIES, INC. (STONEHAM MA)

NJ

06/12/2007 - 11/06/2007

ESSEX SECURITIES LLC (JERSEY CITY NJ)

MA

02/13/2003 - 06/08/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WAKEFIELD MA)

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Licenses & Designations

BC

Issued 03/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/20/2011

Series 7 - General Securities Representative Examination

BC

Issued 02/12/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph A Waters.
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