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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Frank Shinske is a financial advisor with LPL Financial LLC, located in Phoenix, Arizona. Joseph has been in the financial services industry since 1996 and has experience with CUNA Brokerage Services, Inc. and Cetera Advisor Networks LLC. Joseph holds FINRA Series 7, 63, and 65 licenses. Joseph Frank Shinske also holds a Series 66 license, a Uniform Combined State Law Examination. LPL Financial LLC is a registered investment advisor that has a strong focus on providing financial planning, portfolio management, and other financial services to individuals, corporations, and businesses. LPL Financial LLC is based in Fort Mill, South Carolina and has over 1,900,000 client accounts and manages over $463 billion in assets.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
05/18/2022 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
07/19/2013 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PHOENIX AZ)
AZ
09/07/2004 - 07/09/2013
CETERA ADVISOR NETWORKS LLC (PHOENIX AZ)
FL
02/22/1996 - 09/15/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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