Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Eugene Chory is a financial advisor with over 30 years of experience in the industry. Joseph is a registered representative with Cambridge Investment Research Advisors, Inc., and has held prior registrations with several firms, including Lincoln Financial Securities Corporation and Capital Brokerage Corporation. Joseph currently holds Series 6, 7, 22, and 63 licenses as well as the Series 65 and SIE exams. Joseph holds the Chartered Financial Consultant designation and specializes in providing financial planning, investment management, and insurance services to individuals, businesses, and charitable organizations. Joseph is a member of the Symon's Creek Tabernacle Deacon Board and is also an Independent Insurance Agent for various Independent Insurance Companies.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Elizabeth city NC)
NC
01/06/2004 - 04/27/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (ELIZABETH CITY NC)
VA
12/01/1997 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
09/18/1984 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/08/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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