Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lauritsen is an investment advisor representative with Creativeone Securities, LLC and has been in the industry since August 16, 2007. He is registered with the state of Kansas and Missouri and is a general securities principal, holding Series 7, 24, 6 and 63 licenses. Joseph is a financial planner who provides portfolio management services for individuals. He is also a licensed investment advisor representative in Kansas and Missouri and is a Registered Representative for Creativeone Securities, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
02/05/2024 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
MO
01/25/2016 - 07/18/2018
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
10/24/2012 - 04/02/2013
WADDELL & REED, INC. (OVERLAND PARK KS)
AZ
03/24/2003 - 05/29/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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