Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Chebeir is a financial advisor associated with Dempsey Lord Smith, LLC based in Calhoun, GA. Joseph is registered with the state of South Carolina and has been in the industry for over a decade. Joseph holds a Series 7TO, Series 66 and SIE licenses. Their specializations include Financial Planning, Pension Consulting, Portfolio Management for Individuals and Selection of Other Advisors. Joseph's firm, Dempsey Lord Smith, LLC, is a registered investment advisor that manages more than $585 million in assets for over 3,100 clients.
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.
Helps you choose top advisors aligned with your financial goals.
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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GA
04/12/2022 - Present
Dempsey Lord Smith, LLC (CALHOUN GA)
BOTH
Issued 02/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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