Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph David Wilcox is a financial professional with over 15 years of experience in the industry. Joseph has a strong track record of success in the financial services industry, with experience at several prominent firms including J.P. Morgan Securities LLC, PNC Investments, and Citizens Securities, Inc. Joseph is currently registered with Ascensus Investment Advisors, LLC and is licensed to provide financial advice in Kentucky and Massachusetts. He is dedicated to providing personalized financial advice to his clients and helping them achieve their financial goals. Joseph also has experience in portfolio management for pooled investment vehicles and provides educational seminars on topics related to finance. Joseph is a published author for Rowman & Littlefield Publishing and has a passion for helping others understand financial concepts. Joseph's expertise and experience make him a valuable resource for individuals and families looking for financial guidance.
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.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
Percentage of program management fee and percentage of aua
1
2
KY
10/30/2019 - Present
Ascensus Investment Advisors, LLC (LEXINGTON KY)
KY
11/15/2017 - 04/16/2019
J.P. MORGAN SECURITIES LLC (LEXINGTON KY)
PA
05/23/2016 - 03/27/2017
CITIZENS SECURITIES, INC. (BETHEL PARK PA)
PA
01/06/2006 - 05/19/2016
PNC INVESTMENTS (PITTSBURGH PA)
MN
08/04/2004 - 11/08/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/04/2004 - 11/08/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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