Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Clifford Hack is a financial advisor registered with MAI Capital Management, LLC. Joseph has been working in the financial industry since 1995 and has Series 7, 8, 63, and 66 securities licenses. Joseph is also a Certified Financial Planner. Joseph has experience with a variety of clients, including high-net-worth individuals, corporations, investment companies, and charitable organizations. Joseph’s advisory services include financial planning, portfolio management, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
02/21/2024 - Present
MAI Capital Management, LLC (Cincinnati OH)
NE
11/24/1995 - 07/23/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 05/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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