Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Devine Knecht is a financial advisor at Wells Fargo Clearing Services, LLC. Joseph has been in the financial services industry since 2007. Joseph holds the Series 7, 6, 63, and 66 licenses. Joseph is registered with the state of Pennsylvania. Joseph has previously worked at CHARTWELL TSC SECURITIES CORP. and FORESIDE FUND SERVICES, LLC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/15/2024 - Present
Wells Fargo Clearing Services, LLC (EXTON PA)
PA
03/07/2017 - 06/13/2018
CHARTWELL TSC SECURITIES CORP. (PITTSBURGH PA)
PA
04/08/2011 - 10/22/2013
FORESIDE FUND SERVICES, LLC (BERWYN PA)
PA
01/29/2003 - 01/11/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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