Unclaimed
Joseph Ghabour is a financial advisor with Diversify Advisory Services, LLC in Sandy, UT. Joseph has been in the financial services industry since 2002 and has experience working with a variety of clients, including individuals, businesses, and pension plans. Joseph holds the Series 66 and Series 7 licenses. Joseph is also registered to provide investment advisory services in Delaware and Texas. Joseph is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
09/26/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
DE
03/20/2017 - 10/21/2022
KESTRA INVESTMENT SERVICES, LLC (LEWES DE)
DE
03/17/2011 - 03/21/2017
WFG INVESTMENTS, INC. (LEWES DE)
MD
07/03/2002 - 03/17/2011
EQUITY SERVICES, INC. (BERLIN MD)
BOTH
Issued 08/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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