Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Adam Virion is a financial advisor with American Century Investment Services Inc. Joseph has been in the financial services industry since 2007. He holds the Series 66, Series 7 and SIE licenses and is registered in 51 states. He has worked for firms such as DFA Securities LLC, Vanguard Marketing Corporation, and Ameriprise 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.
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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CA
06/07/2023 - Present
American Century Investment Services Inc. (LOS ANGELES CA)
NC
08/01/2013 - 05/05/2023
DFA SECURITIES LLC (CHARLOTTE NC)
PA
10/07/2008 - 07/19/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
DE
07/03/2007 - 09/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WILMINGTON DE)
IA
Issued 11/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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