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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 Gregory Papez is a financial advisor currently registered with Centaurus Financial, Inc. Joseph has been in the financial services industry since 1993. Joseph holds a Series 7, Series 31, and Series 63 securities license. Joseph is also a registered investment advisor in several states. Joseph has previously worked at Wells Fargo Investments, LLC and Citigroup Global Markets Inc. Centaurus Financial, Inc. is a registered investment advisor that provides a variety of financial services, including financial planning, portfolio management, and educational seminars. The firm has over 6 billion dollars in assets under management.
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.
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.
1
2
CA
01/06/2017 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
NV
08/07/2009 - 07/19/2010
CHICAGO INVESTMENT GROUP, LLC (LAS VEGAS NV)
NV
06/01/2004 - 08/19/2009
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
NY
09/10/1993 - 06/14/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 10/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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