Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mains is a registered investment advisor representative with Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio. Joseph has been in the industry for over 17 years and is a registered Investment Advisor in Ohio. Joseph holds a Series 65 license and has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Joseph also offers financial coaching services outside of Whitaker-Myers Wealth Managers, Ltd.
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.
Personalized portfolio management to meet individual financial objectives.
Estate planning, bill pay services
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.
Selection of other advisers fees
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OH
09/04/2024 - Present
Whitaker-Myers Wealth Managers, Ltd. (MANSFIELD OH)
IA
Issued 09/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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