Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Maas is a financial advisor who has been in the industry for over 30 years. Joseph is currently registered with Synergy Asset Management, LLC and SPG Advisors LLC. Joseph has experience providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Joseph has held licenses in several states and has extensive experience in various financial areas, including investment management, financial planning, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Signal provider; sub-adviser
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
10/04/2001 - Present
Synergy Asset Management, LLC (VANCOUVER WA)
FL
12/05/1997 - 12/31/2003
FSIC (BOCA RATON FL)
MA
08/28/1991 - 01/13/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/28/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1998
Series 4 - Registered Options Principal Examination
BC
Issued 04/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Joseph Maas is the right advisor for you? Invested Better is here to help.
