Unclaimed
Joseph M Latour is an Investment Advisor Representative at Sowell Management Services. Joseph M Latour has been working in the financial services industry since 1990. Joseph M Latour has a series 7, series 6, series 63 and series 65 licenses. Joseph M Latour has previously worked at Signator Financial Services, Inc., AIG Retirement Advisors, Inc., Essex National Securities, Inc., PNC Investments, Banc of America Investment Services, Inc., Quick & Reilly, Inc., Tucker Anthony Incorporated, First Union Brokerage Services, Inc., Fleet Enterprises, Inc., MDS Securities Incorporated, NatWest Investor Services Corporation, C. J. M. Planning Corp., Pruco Securities Corporation, and The Prudential Insurance Company of America.
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.
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.
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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2
AR
12/21/2016 - Present
Sowell Management (NORTH LITTLE ROCK AR)
GA
03/17/2009 - 06/05/2014
SIGNATOR FINANCIAL SERVICES, INC. (CUMMING GA)
TX
04/19/2006 - 03/12/2009
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
NJ
10/14/2005 - 04/11/2006
ESSEX NATIONAL SECURITIES, INC. (GLOUCESTER NJ)
PA
11/24/2004 - 06/28/2005
PNC INVESTMENTS (PITTSBURGH PA)
MA
10/20/2004 - 11/26/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/05/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
09/22/1999 - 11/09/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NC
02/26/1997 - 09/17/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/27/1995 - 02/25/1997
FLEET ENTERPRISES, INC. (NEW YORK NY)
IN
03/15/1995 - 11/27/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
08/21/1992 - 03/09/1995
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
02/28/1991 - 08/14/1992
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NJ
06/28/1990 - 12/20/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/28/1990 - 12/20/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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