Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Willis is a financial advisor currently registered with Edward Jones. Joseph has been in the industry since 2006. Joseph has a strong track record of providing financial advice to individuals and families. Joseph is committed to helping his clients achieve their financial goals. Joseph is also registered with the following states: Alabama, Arizona, Arkansas, Georgia, Indiana, Kentucky, Maryland, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Joseph has worked for Chase Investment Services Corp. and previously for Edward Jones prior to his current role.
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.
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.
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.
See schedule d - miscellaneous
1
2
KY
01/16/2018 - Present
Edward Jones (Columbia KY)
KY
09/22/2009 - 01/08/2010
CHASE INVESTMENT SERVICES CORP. (LEXINGTON KY)
KY
05/09/2006 - 08/21/2009
EDWARD JONES (LIBERTY KY)
BOTH
Issued 01/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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