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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Stack is a financial advisor with over 25 years of experience in the industry. Joseph has been with World Investment Advisors, LLC since 2016 and has held prior roles with CAPFINANCIAL SECURITIES, LLC., LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BEAR, STEARNS & CO. INC. Joseph holds both Series 65 and Series 63 licenses and is a CERTIFIED FINANCIAL PLANNER™. Joseph provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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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CA
01/05/2016 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
TX
01/05/2016 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Dallas TX)
TX
05/31/2012 - 12/31/2015
LPL FINANCIAL LLC (DALLAS TX)
TX
05/01/2009 - 06/13/2012
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
05/25/2001 - 05/13/2009
UBS FINANCIAL SERVICES INC. (ADDISON TX)
NY
04/18/1995 - 06/27/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/06/1994 - 04/21/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
MI
03/01/1994 - 05/19/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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