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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Damian McInerney is a financial advisor based in Phoenix, Arizona, who has been in the industry since 1994. He is currently registered as an investment advisor representative with Wisdom Wealth Investment Advisors LLC. Joseph Damian McInerney is also registered as an Investment Advisor Representative in California and Nevada. Joseph Damian McInerney has experience with providing financial advice and services to individuals and high-net-worth clients, pension plans, and corporations. His specializations include financial planning, portfolio management, pension consulting, and educational seminars.
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.
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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AZ
01/22/2025 - Present
Wisdom Wealth Investment Advisors LLC (PHOENIX AZ)
AZ
11/06/1998 - 12/31/2017
PROEQUITIES, INC. (PHOENIX AZ)
AZ
08/01/1995 - 11/06/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MO
07/27/1994 - 08/07/1995
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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