Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Francis Ouellette is an active investment advisor representative and registered representative who has been in the industry since 1971. He is currently affiliated with Equitable Advisors, LLC, and has been registered with them since 1999. Joseph Ouellette has worked in the securities industry for over 50 years. He is licensed in California and Florida. He has passed several industry exams, including Series 1, Series 63, Series 65, Series 7, and the SIE. Joseph Ouellette offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. He has a strong track record of serving the needs of his clients.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/12/2020 - Present
Equitable Advisors, LLC (JACKSONVILLE FL)
NY
07/01/1971 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
10/31/1983 - 03/02/1988
OGILVIE & TAYLOR SECURITIES CORPORATION
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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