Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph George Turck is a financial advisor with over 20 years of experience in the industry. Joseph has worked with several financial institutions, including Wells Fargo Clearing Services LLC and Morgan Stanley. Currently, Joseph is an Investment Advisor Representative with International Assets Investment Management, LLC. Joseph holds the Series 7 and 66 securities licenses.
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.
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
FL
07/23/2024 - Present
International Assets Investment Management, LLC (ORLANDO FL)
OH
05/15/2017 - 06/26/2024
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
06/01/2009 - 05/17/2017
MORGAN STANLEY (CINCINNATI OH)
OH
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
MD
04/20/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CT
04/05/2004 - 05/13/2005
ADVEST, INC. (HARTFORD CT)
MO
07/01/2003 - 02/13/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/20/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 06/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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