Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lutz is a financial advisor with over 28 years of experience in the industry. He currently works at THE Ameriflex Group, providing comprehensive wealth management, financial planning, and investment advisory services. Previously, Joseph has held various roles with Sentra Securities Corporation, SunAmerica Securities, Inc., and Spelman & Co., Inc. Joseph is a Certified Financial Planner and holds a Series 63, Series 4, Series 53, and Series 24 license. He also holds the Securities Industry Essentials Examination (SIE), Series 7 and Series 6. He serves clients in a variety of locations, including La Mesa, California; Las Vegas, Nevada; Phoenix, Arizona; and Springfield, Massachusetts.
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.
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.
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2
CA
11/30/2022 - Present
THE Ameriflex Group (La Mesa CA)
CA
07/13/2009 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA MESA CA)
CA
10/31/2005 - 07/09/2009
SAGEPOINT FINANCIAL, INC. (LA MESA CA)
CA
03/30/2005 - 12/08/2005
SENTRA SECURITIES CORPORATION (SAN DIEGO CA)
CA
03/30/2005 - 12/08/2005
SUNAMERICA SECURITIES, INC. (SAN DIEGO CA)
AZ
03/30/2005 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
MA
03/01/1996 - 03/23/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/18/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 08/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2006
Series 4 - Registered Options Principal Examination
BC
Issued 11/18/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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