Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Hunyor is an active investment advisor representative. Joseph is registered with &Partners in Ohio and Tennessee. Joseph has been in the securities industry since 2024. Joseph has passed the Series 7TO, Series 65, and Series 63 exams. &Partners is a large firm that provides advisory services to individuals, corporations, partnerships, trusts, estates, and other entities. &Partners manages over $1 billion in assets. Joseph has a broad range of specializations in financial planning, portfolio management, and other investment-related services.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
OH
06/13/2024 - Present
&partners (Napoleon OH)
BC
Issued 02/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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