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 Stork is a financial professional with over 10 years of experience in the industry. Joseph is currently registered with Next Financial Group, Inc. and has held previous registrations with Raymond James Financial Services, Inc. and Sterne, Agee & Leach, Inc. Joseph is licensed to provide financial services in multiple states and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Joseph is also a registered insurance agent offering fixed annuities, life/health, and long-term care insurance.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
AL
06/01/2017 - Present
Next Financial Group, Inc. (Hoover AL)
AL
04/07/2011 - 09/10/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
03/01/2010 - 10/08/2010
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
IA
Issued 06/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/11/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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