Unclaimed
Joseph Cordes is a financial professional with over 5 years of experience in the financial services industry. Joseph is currently registered with MML Investors Services, LLC, and is licensed in Nebraska. Joseph has experience in a variety of financial services, including securities, investments, and financial planning.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
12/20/2021 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NC
06/01/2021 - 12/06/2021
ALLY INVEST SECURITIES LLC (Charlotte NC)
NE
07/31/2020 - 05/13/2021
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
NE
06/26/2017 - 07/08/2020
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 07/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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