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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Clarence Leary is an investment advisor representative at Defender Capital. Joseph has been in the financial services industry since 2010 and has a wide range of experience providing financial advice to individuals and families. Joseph holds the Series 7, Series 63, and Series 66 licenses. Defender Capital is a financial advisory firm based in Charlotte, North Carolina. The firm provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Defender Capital is committed to helping clients achieve their financial goals.
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.
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
NC
04/15/2024 - Present
Defender Capital (CHARLOTTE NC)
SC
01/09/2024 - 03/18/2024
SILVER OAK SECURITIES, INCORPORATED (Greenville SC)
NC
08/01/2023 - 12/08/2023
CITIZENS JMP SECURITIES, LLC (CHARLOTTE NC)
NC
08/16/2019 - 08/01/2023
CITIZENS CAPITAL MARKETS (CHARLOTTE NC)
NC
11/15/2010 - 08/27/2019
U.S. BANCORP INVESTMENTS, INC. (CHARLOTTE NC)
NY
06/03/2003 - 07/11/2003
LABRANCHE & CO. LLC (NEW YORK NY)
BOTH
Issued 03/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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