Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Langlois is a financial advisor with over 20 years of experience in the industry. Joseph is a CERTIFIED FINANCIAL PLANNER™ professional and currently is registered with Diversify Advisory Services, LLC. Joseph has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Joseph's primary focus is on portfolio management and financial planning services. Joseph is also an active member of the community and is involved in a number of charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/22/2023 - Present
Diversify Advisory Services, LLC (San Jose CA)
CA
06/03/2010 - 12/18/2015
FIRST ALLIED SECURITIES, INC. (San Diego CA)
CA
11/16/2001 - 06/07/2010
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
11/16/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
IA
Issued 09/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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