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 Sheffieck is a financial advisor with W&S Brokerage Services, Inc. Joseph has been in the financial services industry since 2007 and has experience with securities and investment advisory services. Joseph is registered with the state of Michigan as an investment advisor representative and as a broker. Joseph has a Series 6, 7, 26, 63, and 65 licenses. Joseph is also a licensed insurance agent. Joseph has a broad range of experience and knowledge of investment products and services. Joseph has experience in working with individuals and has expertise in financial planning and portfolio management.
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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2
MI
03/23/2023 - Present
W&S Brokerage Services, Inc. (Troy MI)
MI
09/09/2013 - 02/07/2020
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
MI
05/22/2008 - 06/18/2013
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
MI
10/24/2007 - 04/07/2008
INVESCOR WHOLESALE BD, INC. (FARMINGTON HILLS MI)
OH
04/11/2005 - 06/28/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
IA
Issued 03/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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