Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph F. Eppy is a registered representative of MML Investors Services, LLC. Joseph has been in the securities industry since February 1994. Joseph is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Washington, and Wisconsin. In addition to investment advisory services, Joseph also offers insurance services through The Eppy Group. Joseph is also a member and named manager of 370 Dorset I LLC, a real estate company, and manager of Eppy RI LLC, a real estate company. Joseph also serves as a Board Member for Oakstone Academy, a special needs school for children with autism.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
02/18/2010 - Present
MML Investors Services, LLC (Boca Raton FL)
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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