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 Rowek is an Investment Advisor Representative at Summit Financial, LLC in Parsippany, NJ. Joseph Rowek has been in the industry since 1995 and has passed the Series 6, 7, 24, 63, and SIE exams. Joseph has experience with Summit Financial, LLC, PURSHE KAPLAN STERLING INVESTMENTS and SUMMIT EQUITIES, INC. Summit Financial, LLC is an investment advisory firm registered with the Securities and Exchange Commission (SEC). Summit Financial, LLC provides investment advice and financial planning services to individual clients, high-net-worth individuals, corporations, and other businesses, pension plans, and charitable organizations. Summit Financial, LLC also provides investment advice to other investment advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NJ
01/14/2019 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
09/19/2018 - 11/02/2018
PURSHE KAPLAN STERLING INVESTMENTS (Parsippany NJ)
NJ
12/20/1995 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BC
Issued 03/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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