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Joseph John Ourada

Sentry Equity Services, Inc.

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About Joseph John Ourada

Joseph Ourada is a financial advisor with Sentry Equity Services, Inc. Joseph has been in the industry for over 10 years, working previously with Thrivent Investment Management Inc. Joseph is licensed to sell securities in Wisconsin. Joseph holds the Series 6, SIE and Series 63 licenses.

Firm Information

Joseph Ourada is currently registered with Sentry Equity Services, Inc.. Sentry Equity Services, Inc. is a corporation formed in May 1969, registered in all 50 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Ourada’s Registration & Firm History

WI

06/26/2023 - Present

Sentry Equity Services, Inc. (STEVENS POINT WI)

WI

07/25/2013 - 06/14/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Appleton WI)

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Licenses & Designations

BC

Issued 07/31/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph John Ourada.
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