Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gagnon is a financial advisor with Creativeone Wealth, LLC in Santa Barbara, CA. Joseph has been a registered financial advisor for over 15 years and has a wide range of experience in the industry. Joseph holds the Series 66, Series 7, and SIE exams. He is also a Certified Financial Planner. In addition to his work with Creativeone Wealth, LLC, Joseph also has experience with American Independent Securities Group, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Investments, LLC. Joseph is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
CA
10/27/2020 - Present
Creativeone Wealth, LLC (Santa Barbara CA)
CA
02/04/2013 - 09/01/2016
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (SANTA BARBARA CA)
CA
04/28/2010 - 01/11/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
CA
11/16/2004 - 03/25/2009
WELLS FARGO INVESTMENTS, LLC (SANTA BARBARA CA)
BOTH
Issued 12/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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