Unclaimed
Joseph Denzel Carpenter is a financial advisor with Centennial Wealth Advisory, LLC. Joseph is a Certified Financial Planner™ professional. Joseph has been in the financial services industry since 2014 and has extensive experience in investment management and financial planning. Joseph is passionate about helping individuals and families achieve their financial goals. Joseph is committed to providing personalized financial advice and guidance to help clients make informed decisions about their money. Joseph is also a producer for fixed and indexed annuities under CWA Financial.
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.
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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2
MI
09/20/2023 - Present
Centennial Wealth Advisory, LLC (TRAVERSE CITY MI)
MI
05/02/2014 - 12/19/2022
HANTZ FINANCIAL SERVICES, INC. (TRAVERSE CITY MI)
BOTH
Issued 05/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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