Unclaimed
Joseph Jackson Weeks is an investment advisor representative with Key Capital Management, Inc. located in Hendersonville, Tennessee. Joseph Weeks has been working in the financial services industry since September 2020 and has specialized in providing financial planning, selection of other advisers, and portfolio management for individuals. Joseph Weeks is also registered with the state of Tennessee as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
TN
03/08/2024 - Present
KEY Capital Management, Inc. (HENDERSONVILLE TN)
TN
08/10/2023 - 02/27/2024
CETERA ADVISOR NETWORKS LLC (BRENTWOOD TN)
TN
10/14/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BRENTWOOD TN)
BOTH
Issued 11/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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