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 Taunt is a financial advisor with Cambridge Investment Research Advisors, Inc. Joseph has been in the financial services industry since 1983 and has a wide range of experience in financial planning and investment management. Joseph is a Certified Financial Planner™ and a Chartered Financial Consultant. Joseph is registered with the Securities and Exchange Commission (SEC) and holds licenses in several states. Joseph is also a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors. Joseph is committed to providing his clients with personalized financial advice and investment strategies to help 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
12/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (Grand Rapids MI)
MI
02/12/2010 - 12/31/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENTWOOD MI)
MI
10/31/2005 - 02/17/2010
SAGEPOINT FINANCIAL, INC. (KENTWOOD MI)
AZ
06/30/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
05/16/2000 - 07/06/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
09/01/1995 - 02/02/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/01/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
04/05/1988 - 08/29/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
10/28/1987 - 02/11/1988
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
10/28/1987 - 02/10/1988
MONY SECURITIES CORP.
NA
01/10/1983 - 10/06/1987
FIRST INVESTORS CORPORATION
IA
Issued 10/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Taunt is the right advisor for you? Invested Better is here to help.
