Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Parent is a financial advisor with Ameriprise Financial Services, LLC, and has been in the financial services industry since 2009. Joseph has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Joseph has a series of certifications and has experience with portfolio management, financial planning and asset allocation services. Joseph is a member of the Bellevue Brain Trust, a business networking group. Joseph has previously worked with Cetera Advisor Networks LLC and Voya Financial Advisors, Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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WA
07/05/2022 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
06/09/2021 - 07/15/2022
CETERA ADVISOR NETWORKS LLC (BELLEVUE WA)
WA
01/11/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BELLEVUE WA)
CA
01/07/2009 - 06/24/2010
EDWARD JONES (SAN MATEO CA)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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