Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Andrew Bucher is a financial advisor registered with Wells Fargo Clearing Services, LLC. Joseph has been working in the financial services industry since 1983. Joseph holds Series 7, 31, and SIE licenses. Joseph also holds a Series 63 license and is registered in 27 states. Joseph is also registered as an Investment Advisor Representative in New York and Texas. Joseph has previously worked at Dean Witter Reynolds Inc., Advest, Inc., and A.G. Edwards & Sons, Inc. Joseph is a financial advisor with a broad base of experience who can provide advice for individual and business clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
08/12/2016 - Present
Wells Fargo Clearing Services, LLC (PITTSFORD NY)
NY
11/18/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSFORD NY)
CT
01/12/1999 - 12/12/2005
ADVEST, INC. (HARTFORD CT)
NY
06/22/1983 - 01/12/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 08/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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