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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 J. Trainor is a financial advisor with Hightower Advisors, LLC. Joseph has been in the industry since 1998 and has experience providing financial advice to individuals, high-net-worth individuals, families, corporations, pension and profit sharing plans, and charitable organizations. Joseph holds the Series 6, 7, 24, and 63 securities licenses. Joseph is also a Chartered Financial Analyst (CFA). Joseph is a Registered Investment Advisor representative in Massachusetts. Previously, Joseph was affiliated with MFS Fund Distributors, Inc. in Boston, Massachusetts and UST Securities Corp in New York, New York.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
08/01/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
08/06/2003 - 11/23/2007
UST SECURITIES CORP. (NEW YORK NY)
MA
04/16/1998 - 10/28/2002
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 04/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/10/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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