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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 Matthew Waluk has been a financial advisor for over 29 years. Joseph is registered with Ameriprise Financial Services, LLC and holds the following licenses: Series 6, 7, 26, 63, and 65. Joseph is also a registered investment advisor in Texas and Virginia. He specializes in portfolio management for individuals and businesses, as well as financial planning, pension consulting, and educational seminars. Joseph has a strong track record of providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
VA
12/14/2021 - Present
Ameriprise Financial Services, LLC (VIENNA VA)
VA
11/12/2010 - 12/20/2021
WELLS FARGO CLEARING SERVICES, LLC (CENTREVILLE VA)
NC
09/18/2007 - 11/15/2010
BB&T INVESTMENT SERVICES, INC. (INDIAN TRAIL NC)
VA
03/08/1993 - 09/20/2007
PFS INVESTMENTS INC. (WOODBRIDGE VA)
IA
Issued 02/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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