Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mayer is a financial professional who has been in the industry since 2018. Joseph is currently registered with MML Investors Services, LLC. Joseph has also worked at SAGEPOINT FINANCIAL, INC., TRANSAMERICA CAPITAL, INC., and VANGUARD MARKETING CORPORATION. Joseph is licensed in Pennsylvania and holds a Series 7, Series 6, and Series 63 license. Joseph provides a variety of financial services, including financial planning, asset allocation programs, and portfolio management.
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 programs
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.
Solicitors fees
1
2
MA
09/23/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
AZ
08/11/2022 - 09/08/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CO
03/16/2021 - 01/07/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
10/18/2017 - 10/12/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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