Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lux is a financial advisor with Gradient Advisors, LLC. Joseph has been in the financial services industry for over 20 years. Joseph is a Certified Financial Planner and holds Series 6, 7, and 63 securities licenses and a Series 65 investment advisor license. Joseph specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Joseph is committed to helping clients achieve their financial goals. Joseph has experience working with clients at Lutheran Brotherhood Securities Corp., Thrivent Investment Management Inc., and PRUCO SECURITIES, LLC.
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.
Referral fees
1
2
PA
08/07/2024 - Present
Gradient Advisors, LLC (Delmont PA)
PA
01/13/2009 - 03/02/2012
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
PA
07/01/2002 - 01/15/2009
THRIVENT INVESTMENT MANAGEMENT INC. (GREENSBURG PA)
MN
03/25/1992 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 06/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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