Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A. Dunn is a financial advisor with Grove Point Advisors, LLC. He has over 30 years of experience in the financial services industry. He is registered with the Securities and Exchange Commission (SEC) and the state of Maryland as an investment advisor representative (IAR). Joseph is also a registered representative (RR) with FINRA. Joseph is a highly experienced advisor, with expertise in financial planning, portfolio management, and pension consulting. He has a long history of working with high-net-worth individuals, charitable organizations, and pension plans. He has also worked with individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. Joseph is committed to providing his clients with personalized financial advice and services. He is a member of the Grove Point Advisors, LLC team, which is committed to providing clients with a comprehensive range of financial services. Joseph previously worked at H. Beck, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Rockville MD)
MD
08/12/1993 - 08/31/1999
H. BECK, INC. (ROCKVILLE MD)
NY
09/08/1992 - 08/17/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
09/21/1990 - 07/23/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Dunn is the right advisor for you? Invested Better is here to help.
