Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Frank Bert is a financial advisor with Certified Advisory Corp., registered with the Securities and Exchange Commission (SEC) since 2018. Joseph is also registered with the states of Delaware, Florida and Texas. Joseph has been in the securities industry since 1976. Joseph has a Series 63, Series 62 and a Series 26 license. Joseph specializes in providing financial planning services, educational seminars and pension consulting. Joseph has worked with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and state and municipal government entities. Joseph is also a Certified Financial Planner.
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.
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.
Solicitation fees
1
2
FL
03/01/2004 - Present
Certified Advisory Corp. (ALTAMONTE SPRINGS FL)
FL
10/28/2004 - 04/02/2013
MAITLAND SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
08/19/1998 - 04/02/2013
TRANSAM SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
12/07/1982 - 01/04/1999
CFG SECURITIES CORP. (LONGWOOD FL)
NA
08/06/1982 - 01/22/1985
ALLEN & COMPANY OF FLORIDA, INC.
NA
09/03/1980 - 08/02/1982
CHUBB SECURITIES CORPORATION
NA
05/01/1979 - 09/26/1980
USLIFE EQUITY SALES CORP.
NA
12/20/1977 - 05/01/1979
USLIFE EQUITY SALES CORP
NA
09/08/1976 - 12/07/1977
MFI SECURITIES, INC.
BC
Issued 02/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/20/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/27/1976
Series 1 - Registered Representative Examination
Active
Inactive
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