Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Horace Tichenor is an investment advisor representative with Cerity Partners LLC. Joseph has been in the industry since 2001 and has been registered with the state of Kentucky since 2023. Joseph also holds Series 7 and 66 licenses. He is a Certified Financial Planner and has experience providing financial planning, portfolio management, and pension consulting services. Joseph is also involved in other business activities such as being a Partner in Courtside LLC, a group to bring an NBA team to Louisville and a silent partner in Brewavul LLC (River City Drafthouse). Joseph is affiliated with Cerity Partners LLC, a firm with approximately 75 clients and regulatory assets under management of over 80 billion dollars.
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.
Tax services; bill pay
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.
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2
NY
04/25/2023 - Present
Cerity Partners LLC (NEW YORK NY)
KY
08/08/2003 - 05/31/2013
NATIONAL PLANNING CORPORATION (LOUISVILLE KY)
MN
04/23/2001 - 08/11/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/23/2001 - 08/11/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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