Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Conrad Cunningham has been an active investment professional in the financial services industry since 1995. He has a wide range of experience, including working with Osaic Wealth, Inc., Usadvisors Wealth Management, LLC, and Securities America, Inc.. Joseph is registered as an Investment Advisor Representative in Iowa and Florida and holds a Series 7, Series 63, Series 65, and SIE licenses. He is committed to providing comprehensive financial planning and investment management services to individuals and families.
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.
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
IA
01/07/2025 - Present
Osaic Wealth, Inc. (KNOXVILLE IA)
IA
07/15/2015 - 06/14/2024
SECURITIES AMERICA, INC. (KNOXVILLE IA)
IA
03/26/2001 - 07/23/2015
FINTEGRA, LLC (KNOXVILLE IA)
IA
11/01/2000 - 03/26/2001
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
MO
02/08/1999 - 11/24/2000
EDWARD JONES (ST. LOUIS MO)
SC
02/03/1998 - 02/11/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
05/19/1995 - 02/04/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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