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 Horency is a financial professional with over 24 years of experience in the industry. Joseph is currently registered as an investment advisor representative with Cetera Investment Advisers LLC. Joseph has been with Cetera since March 2024, having previously worked for LPL Financial LLC, Janney Montgomery Scott LLC, Parker/Hunter Incorporated, Dean Witter Reynolds Inc, and T. Rowe Price Investment Services, Inc. Joseph is licensed in Indiana, Pennsylvania, South Carolina, and Virginia. Joseph holds the Series 6, 7, 31, and 63 securities licenses and has passed the SIE and Series 65 exams. Joseph specializes in providing financial planning services to individuals, businesses, and charitable organizations.
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.
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2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (HOSTETTER PA)
PA
02/24/2006 - 04/22/2021
LPL FINANCIAL LLC (HOSTETTER PA)
PA
06/25/2005 - 03/21/2006
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
07/30/2001 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NY
03/29/1999 - 03/26/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MD
06/29/1998 - 03/15/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 05/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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