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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 Harrish is an investment advisor representative with Prime Capital Financial. Joseph has been in the industry since 2002. Joseph has offices in Overland Park, KS. Joseph holds Series 6, Series 63, and Series 65 licenses. Joseph has worked with clients that include individuals, businesses, high net worth individuals, charitable organizations, and pension and profit sharing plans. Joseph has experience providing financial planning, pension consulting, portfolio management for individuals and businesses. Joseph also has experience in educational seminars and selection of other advisors.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
03/19/2021 - Present
Prime Capital Financial (OVERLAND PARK KS)
MO
12/18/2003 - 09/16/2019
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 01/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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