Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Donald Vandyke is a financial advisor registered with LPL Financial LLC. Joseph has over 20 years of experience in the financial services industry. Joseph is a Certified Financial Planner and holds the Series 7TO, Series 6, Series 63 and Series 65 licenses. He is registered in Arizona, California, Florida, Illinois, Indiana, Maine, Michigan, Tennessee and Washington. Joseph specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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MI
01/31/2025 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
09/11/1998 - 07/21/2021
WADDELL & REED (GRAND RAPIDS MI)
IA
Issued 12/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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