Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Dennis Wieske is a financial advisor with The Huntington Investment Co. located in Traverse City, Michigan. Joseph has been in the financial services industry since 1987. Prior to joining The Huntington Investment Co. in 2023, Joseph has worked at several firms, including INSPEREX LLC, C & CO/PRINCERIDGE LLC, RAFFERTY CAPITAL MARKETS, LLC, SANDGRAIN SECURITIES LLC, OPPENHEIMER & CO. INC., VFINANCE INVESTMENTS, INC., STERLING FINANCIAL INVESTMENT GROUP, INC., LOP CAPITAL MARKETS, INC., LEHWALD, OROSEY & PEPE INCORPORATED, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, FIRST STATE INVESTMENTS, INC. and FIRST INVESTMENT SECURITIES, INC. Joseph is a Chartered Financial Analyst (CFA) and holds several licenses and certifications. Joseph has extensive experience providing financial advice to individuals, businesses, and non-profit organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
08/02/2023 - Present
THE Huntington Investment Co. (TRAVERSE CITY MI)
UT
11/27/2013 - 02/02/2023
INSPEREX LLC (SALT LAKE CITY UT)
FL
11/05/2012 - 10/22/2013
C & CO/PRINCERIDGE LLC (BOCA RATON FL)
NY
02/27/2012 - 11/01/2012
RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)
FL
05/14/2009 - 11/01/2012
SANDGRAIN SECURITIES LLC (BOCA RATON FL)
FL
08/04/2008 - 05/04/2009
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
02/27/2006 - 07/07/2008
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
08/24/2004 - 05/03/2006
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
NY
01/22/1998 - 08/24/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
FL
04/20/1995 - 11/26/1997
LOP CAPITAL MARKETS, INC. (BOCA RATON FL)
FL
09/27/1991 - 04/11/1997
LEHWALD, OROSEY & PEPE INCORPORATED (BOCA RATON FL)
MA
09/26/1989 - 06/20/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/26/1989 - 06/20/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
FL
05/27/1988 - 08/19/1989
LEHWALD, OROSEY & PEPE INCORPORATED (BOCA RATON FL)
NA
01/06/1988 - 05/05/1988
FIRST STATE INVESTMENTS, INC.
NA
07/23/1985 - 01/15/1988
FIRST INVESTMENT SECURITIES, INC.
IA
Issued 03/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/16/1996
Series 4 - Registered Options Principal Examination
BC
Issued 07/06/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/16/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1992
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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