Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Cunningham Frierson is a financial advisor with over 50 years of experience in the industry. Joseph is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Athens, GA and has been with the firm since 1966. Joseph holds a Series 7TO, SIE, PC, and Series 1 license as well as a Series 63 license. Joseph provides portfolio management services to individuals, corporations, and businesses. Joseph is registered in 35 states and the District of Columbia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/23/1983 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATHENS GA)
NA
04/19/1971 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
04/04/1967 - 08/16/1972
GOODBODY & CO. INCORPORATED
BC
Issued 11/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 04/03/1967
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Frierson is the right advisor for you? Invested Better is here to help.
