Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Clark Parsons is a financial advisor associated with IAM Advisory LLC. Joseph Clark Parsons has been in the industry since 1979, with prior experience at Royal Alliance Associates, Inc., Investment Advisors & Consultants, Inc. and Pilgrim Planning Associates, Inc. Joseph Clark Parsons provides services in financial planning, portfolio management for individuals and businesses. Joseph Clark Parsons has passed the Series 63, Series 24, Series 26, SIE, Series 62 and Series 1 exams. Joseph Clark Parsons is a CERTIFIED FINANCIAL PLANNER™.
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.
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.
1
2
PA
02/14/2020 - Present
IAM Advisory LLC (EASTON PA)
PA
12/07/2006 - 03/09/2020
ROYAL ALLIANCE ASSOCIATES, INC. (EASTON PA)
PA
04/12/1982 - 04/22/2008
INVESTMENT ADVISORS & CONSULTANTS, INC. (EASTON PA)
NA
08/14/1979 - 05/10/1982
PILGRIM PLANNING ASSOCIATES, INC.
BC
Issued 09/10/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1994
Series 24 - General Securities Principal Examination
BC
Issued 07/09/1982
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/09/1979
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Joseph Parsons is the right advisor for you? Invested Better is here to help.
