Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph H. Spiller is an investment professional with over 20 years of experience in the financial services industry. Joseph has been registered with J.P. Morgan Securities LLC since 2012, and prior to that worked with Chase Investment Services Corp. and PFS Investments Inc. Joseph has experience with a broad range of financial products and services including investments, financial planning, and retirement planning. Joseph holds Series 6, Series 63 and SIE licenses. Joseph is currently licensed in Indiana and Michigan.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
10/01/2012 - Present
J.p. Morgan Securities LLC (CROWN POINT IN)
IN
07/28/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CROWN POINT IN)
GA
04/20/2005 - 07/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
NY
12/16/2003 - 02/04/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
GA
10/15/2003 - 12/11/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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