Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lee Parker is a registered representative with W&S Brokerage Services, Inc. in Cary, NC. Joseph has been in the financial services industry since February 3, 2022 and has passed the Series 63, Series 6TO, and SIE exams. He is currently registered in North Carolina. Joseph has experience working with individuals and specializes in insurance products and retirement planning. His previous experience includes working for First Citizens Investor Services, Inc. in Raleigh, NC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NC
07/17/2024 - Present
W&S Brokerage Services, Inc. (Cary NC)
NC
06/10/2021 - 11/20/2023
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
BC
Issued 06/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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