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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Uhrig is a financial advisor with Cambridge Investment Research Advisors, Inc. with 21 years of experience in the financial industry. He specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Joseph is registered with the state of Ohio and Texas and has a Series 6, 7, 63, and 66 securities licenses. In addition to his work with Cambridge Investment Research Advisors, Inc., Joseph is also involved in various other business and community activities.
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
OH
11/06/2020 - Present
Cambridge Investment Research Advisors, Inc. (CHILLICOTHE OH)
OH
09/11/2009 - 08/28/2012
WOODBURY FINANCIAL SERVICES, INC. (CHILLICOTHE OH)
OH
01/01/2004 - 09/14/2009
MULTI-FINANCIAL SECURITIES CORPORATION (CHILLICOTHE OH)
OH
12/03/2002 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BOTH
Issued 09/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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