Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Cajka is a financial advisor with LPL Financial LLC, based in Maineville, Ohio. Joseph Anthony Cajka has been in the industry since October 12, 2013, and has held previous positions at Fifth Third Securities, Inc. and Touchstone Securities, Inc. Joseph Anthony Cajka is registered to provide investment advice in 53 states and the District of Columbia.
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.
Consulting and other non-discretionary advisory services
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
OH
03/04/2022 - Present
LPL Financial LLC (MAINEVILLE OH)
OH
05/19/2020 - 03/17/2022
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
08/28/2014 - 05/26/2020
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
10/01/2013 - 08/15/2014
THE HUNTINGTON INVESTMENT COMPANY (HAMILTON OH)
BOTH
Issued 11/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/28/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/28/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Cajka is the right advisor for you? Invested Better is here to help.
