Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Albert Narens is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Joseph has been in the industry since 2012 and holds multiple licenses and registrations. He has extensive experience providing financial planning, portfolio management and other advisory services to individuals, businesses and institutions. Joseph has a proven track record of helping 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.
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.
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2
CA
03/13/2024 - Present
Stifel, Nicolaus & Company, Inc. (LOS ANGELES CA)
CA
03/25/2013 - 03/13/2024
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
09/15/2009 - 08/04/2010
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
BC
Issued 03/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2020
Series 24 - General Securities Principal Examination
BC
Issued 07/07/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2013
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/07/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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