Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lawrence Brunette is a financial advisor with J.P. Morgan Securities LLC, working in the Kirkland, WA office. Joseph is registered with the state of Washington as well as the state of Michigan. Joseph has been in the industry since July 7, 2014. The advisor's primary business is offering financial planning, portfolio management services to individuals, as well as portfolio management for businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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WA
09/27/2022 - Present
J.p. Morgan Securities LLC (KIRKLAND WA)
WA
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (BELLEVUE WA)
WA
10/10/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
MI
11/18/2005 - 10/29/2007
CHASE INVESTMENT SERVICES CORP. (GRAND RAPIDS MI)
MN
08/23/2004 - 09/09/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/23/2004 - 09/09/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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