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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Barr is a financial advisor with Cetera Investment Advisers LLC, based in SOUTH JORDAN, UT. Joseph Barr has over 15 years of experience in the financial services industry. He holds a Series 66 and Series 7 license. Joseph Barr specializes in providing financial planning services to individuals and families, and also provides portfolio management services to businesses. Joseph Barr is also a registered investment advisor with Pinnacle Peak Financial, LLC.
SOUTH JORDAN, UT
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.
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
UT
07/27/2022 - Present
Cetera Investment Advisers LLC (SOUTH JORDAN UT)
CA
06/05/2018 - 06/25/2019
PRUCO SECURITIES, LLC. (IRVINE CA)
WA
06/01/2015 - 06/18/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SPOKANE WA)
CA
08/06/2009 - 07/02/2013
E*TRADE SECURITIES LLC (COSTA MESA CA)
AZ
10/04/2007 - 07/14/2009
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/20/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
BOTH
Issued 12/4/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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