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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 James Faux is a financial advisor with Merit Financial Advisors in Williamsport, PA. Joseph has been in the financial services industry since 1999. Joseph has worked at several firms including VOYA FINANCIAL ADVISORS, INC., LPL FINANCIAL LLC, and Cambridge Investment Research, Inc. before joining Merit Financial Advisors. Joseph holds the Series 6, 7, 22, and 66 securities licenses. Joseph specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Joseph also provides educational seminars and consulting services to clients.
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.
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.
Consulting fees
1
2
PA
05/23/2023 - Present
Merit Financial Advisors (Williamsport PA)
PA
05/19/2023 - 08/16/2024
LPL FINANCIAL LLC (WILLIAMSPORT PA)
PA
07/17/2020 - 05/23/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (williamsport PA)
PA
01/01/2004 - 07/24/2020
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)
IA
10/11/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 03/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2002
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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