Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Villa is a registered investment advisor representative with Valmark Advisers, Inc.. Joseph has been in the securities industry since August 28, 1984 and has been with Valmark Advisers, Inc. since March 2004. Joseph is licensed in several states including Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Vermont. Joseph's previous employment history includes Walnut Street Securities, Inc., Equity Services, Inc., and National Life Ins Co.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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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2
NJ
03/26/2024 - Present
Valmark Advisers, Inc. (LIVINGSTON NJ)
CA
01/22/1998 - 02/19/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
VT
08/29/1984 - 02/02/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 03/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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