Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Earl Barnes is a financial advisor associated with Credit Union Investment Services, located in Raleigh, NC. Joseph has been in the financial services industry since April 2022, and holds the Series 66, Series 7, and SIE licenses. Joseph specializes in providing financial planning and portfolio management services for individuals and families. Joseph is also a registered Investment Advisor Representative (IAR) in North Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
NC
06/13/2022 - Present
Credit Union Investment Services (Raleigh NC)
BOTH
Issued 06/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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