Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Kevin Pearson is a financial professional with over 35 years of experience in the industry. Joseph Kevin is registered with SPC and is licensed to provide financial advice in numerous states, including Louisiana, Florida, Georgia, Mississippi, and Maryland. Previously, Joseph Kevin worked for Wells Fargo Advisors Financial Network, LLC, Legg Mason Wood Walker, Incorporated, Marquis Investments, L.L.C., Invest Financial Corporation, and Blinder, Robinson & Co., INC. Joseph Kevin specializes in providing financial planning, pension consulting, and educational seminars.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
LA
06/01/2009 - Present
SPC (SLIDELL LA)
LA
07/05/2002 - 06/02/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SLIDELL LA)
MD
05/08/1998 - 07/12/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
05/20/1991 - 05/20/1998
MARQUIS INVESTMENTS, L.L.C.
WI
11/04/1987 - 05/30/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
06/24/1986 - 10/09/1987
BLINDER, ROBINSON & CO., INC.
IA
Issued 10/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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