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 Peck is a financial advisor registered with Zacks Investment Management, Inc. based in Chicago, IL. He is also registered with the state of Maryland and the District of Columbia. Joseph is currently employed at Zacks Investment Management, Inc. He has a long history of experience in the financial industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC, and Legg Mason Wood Walker, Incorporated in Baltimore, MD. His expertise lies in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. In addition to the investment advisory services he provides, Joseph also assists in creating and managing quantitative investment models that are licensed to sponsors of UITS and ETFs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
10/02/2006 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
DC
06/08/2001 - 10/05/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
04/08/1997 - 06/25/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Peck is the right advisor for you? Invested Better is here to help.
