Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Leo Rooyakkers is a financial advisor with over 27 years of experience in the industry. Joseph is currently registered with Osaic Advisory Services, LLC, based in Atlanta, Georgia. Prior to joining Osaic Advisory Services, LLC, Joseph was employed with UNITED SECURITIES ALLIANCE, INC. in Fraser, Colorado, MML INVESTORS SERVICES, INC. in Springfield, Massachusetts, PRIMEVEST FINANCIAL SERVICES, INC. in St. Cloud, Minnesota, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC in Milwaukee, Wisconsin, and ROBERT W. BAIRD & CO. INCORPORATED in Milwaukee, Wisconsin.
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.
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GA
10/12/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
CO
02/02/2006 - 02/26/2007
UNITED SECURITIES ALLIANCE, INC. (FRASER CO)
MA
02/10/2005 - 02/14/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
02/09/2001 - 02/02/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
06/28/1996 - 01/10/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
06/28/1996 - 12/31/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 02/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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