Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bernard Frederick is a financial advisor with Voya Financial Advisors, Inc. Joseph has been in the financial industry since June 10, 1999. Joseph has a state exam category Series 66 and product exam categories SIE, Series 7 and Series 6. Joseph is registered in 23 states including Ohio, Texas, California, and Florida. Joseph also holds the Certified Financial Planner designation. Joseph has experience with various financial products and services, including fixed insurance products and investment products. Joseph is committed to helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
01/15/2021 - Present
Voya Financial Advisors, Inc. (Columbus OH)
OH
06/11/1999 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (COLUMBUS OH)
CT
04/10/2000 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 11/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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