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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph McGee has been in the financial services industry since January 29, 2002. Joseph is currently registered with Avantax Advisory Services as a Registered Representative (RR). Prior to this, Joseph was registered with 1ST GLOBAL CAPITAL CORP. as a Registered Representative. Joseph is licensed in Idaho and Massachusetts and has passed the Series 66, Series 7 and SIE exams. Joseph specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Joseph currently works at Avantax Advisory Services in Osterville, MA.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
10/25/2019 - Present
Avantax Advisory Services (OSTERVILLE MA)
MA
01/29/2002 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (OSTERVILLE MA)
BOTH
Issued 02/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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