Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gillespie has been in the financial services industry for over 30 years. Joseph is a registered representative with LPL Financial LLC. Previously, Joseph was employed at Wells Fargo Clearing Services, LLC and USAA Investment Management Company. Joseph has a Series 6, 7 and 63 license. Joseph has expertise in financial planning, portfolio management and selection of other advisors.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
02/10/2022 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
01/25/2008 - 02/15/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
10/08/2007 - 01/22/2008
TRINITY SECURITIES, INC. (SAN ANTONIO TX)
TX
12/08/1999 - 09/18/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
VT
10/28/1996 - 10/27/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
MN
11/07/1995 - 10/24/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
02/07/1995 - 06/15/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
01/15/1990 - 01/14/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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