Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Blane Shea is an Investment Advisor Representative at Horizon Family Wealth, Inc. Joseph is based in Chicago, Illinois. Joseph has been in the industry since 1996. Joseph has experience in the investment industry. Joseph is a licensed Investment Advisor Representative in Illinois.
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.
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
IL
09/01/2021 - Present
Horizon Family Wealth, Inc. (CHICAGO IL)
IL
10/01/2013 - 10/05/2020
LPL FINANCIAL LLC (CHICAGO IL)
IL
03/19/2004 - 10/02/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (GLENVIEW IL)
FL
03/17/1999 - 03/24/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IL
02/01/1999 - 04/05/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/06/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
08/22/1996 - 01/24/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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