Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph M. Jaszemski is a financial advisor with over 10 years of experience in the industry. Joseph is registered with LPL Financial LLC. Joseph has also previously worked for CUNA BROKERAGE SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and J.P. MORGAN SECURITIES LLC.
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
IA
01/06/2024 - Present
LPL Financial LLC (Waverly IA)
IA
12/10/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MD
10/02/2015 - 12/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCEAN CITY MD)
DE
12/18/2012 - 10/02/2015
J.P. MORGAN SECURITIES LLC (NEWARK DE)
IA
Issued 05/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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