Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Jimenez is a financial advisor with over 20 years of experience in the industry. Joseph is currently registered with LPL Financial LLC and provides financial planning, portfolio management, and consulting services to individuals, corporations, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
08/25/2014 - Present
LPL Financial LLC (MCKINNEY TX)
TX
10/01/2012 - 06/24/2014
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
07/28/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
05/12/2008 - 07/13/2010
WELLS FARGO ADVISORS, LLC (FRISCO TX)
TX
07/13/2006 - 05/19/2008
BEAR, STEARNS & CO. INC. (DALLAS TX)
TX
11/29/2005 - 07/26/2006
WACHOVIA SECURITIES, LLC (ADDISON TX)
MA
01/21/2005 - 07/19/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
08/26/2003 - 12/10/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
08/03/2001 - 07/31/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 05/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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