Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Karnes is a financial advisor with Raymond James Financial Services Advisors, Inc. Joseph has been in the industry since 1996 and holds Series 6, 7, 63 and 65 securities licenses as well as the SIE. Joseph has worked for several firms over the years, including Allstate Financial Services, LLC, Park Avenue Securities LLC and Pruco Securities Corporation. Joseph has also worked as Vice President & Trust Officer at Central National Bank's Wealth Management & Trust Services Division since 2007. Joseph's experience includes serving individual investors, insurance companies, charitable organizations, pension plans, and corporations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
02/08/2017 - Present
Raymond James Financial Services Advisors, Inc. (LAWRENCE KS)
KS
07/10/2000 - 02/23/2007
ALLSTATE FINANCIAL SERVICES, LLC (LAWRENCE KS)
NY
10/27/1999 - 08/14/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NJ
07/11/1996 - 11/15/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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