Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Eckles is a financial professional with over 20 years of experience in the financial services industry. Joseph is currently registered with Bankers Life Advisory Services, Inc. as an Investment Advisor Representative. Joseph is also a Registered Representative with Bankers Life Advisory Services, Inc. Joseph has experience working for several other firms including ProEquities, Inc., J.P. Morgan Securities LLC, Edward Jones, and World Group Securities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Non-discretionary investment consulting services
1
2
IL
07/11/2016 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
CA
06/26/2015 - 05/26/2016
PROEQUITIES, INC. (SAN LUIS OBISPO CA)
CA
03/12/2013 - 03/11/2015
J.P. MORGAN SECURITIES LLC (SAN LUIS OBISPO CA)
CA
04/28/2011 - 03/12/2013
EDWARD JONES (SAN LUIS OBISPO CA)
CA
04/12/2002 - 03/17/2011
WORLD GROUP SECURITIES, INC. (CHINO HILLS CA)
GA
03/13/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
MA
10/09/1996 - 02/06/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/09/1996 - 02/06/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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