Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Schmitz,jr. is a financial advisor who has been working in the financial services industry for over five years. He has licenses in Louisiana and Ohio and is currently registered with Peak Retirement Planning, Inc., based in Columbus, Ohio. Before joining Peak Retirement Planning, Inc., Joseph Schmitz,jr. worked at Parkland Securities, LLC in Ann Arbor, Michigan and First Command Brokerage Services, Inc. in Gahanna, Ohio. Joseph Schmitz,jr. is a Certified Financial Planner and a Chartered Financial Consultant and has a strong focus on financial planning and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/24/2021 - Present
Peak Retirement Planning, Inc. (COLUMBUS OH)
OH
11/02/2020 - 11/23/2021
PARKLAND SECURITIES, LLC (Columbus OH)
OH
07/19/2018 - 11/04/2020
FIRST COMMAND BROKERAGE SERVICES, INC. (Gahanna OH)
BOTH
Issued 09/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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