Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Brandon Grimsley is a financial advisor with LPL Financial LLC, based in HIAWASSEE, GA. Joseph has been in the financial industry since 2013 and holds licenses for both Broker-Dealer (BC) and Investment Advisor (IA) services, serving clients in several states, including Georgia, North Carolina and others. Joseph has passed the Series 66, Series 7 and SIE exams and holds the designation of Certified Financial Planner. Joseph's primary affiliation is with LPL Financial LLC, but previously worked for INVEST FINANCIAL CORPORATION. In addition to financial services, Joseph also provides services through other organizations like Towns County Board of Education and High Stakes Fishing LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
02/14/2018 - Present
LPL Financial LLC (HIAWASSEE GA)
NC
06/28/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (CASHIERS NC)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Grimsley is the right advisor for you? Invested Better is here to help.
