Unclaimed
Joseph Blazek is a financial advisor at Cetera Investment Advisers LLC. Joseph has a background in the military and has worked in the financial services industry for over 1 year. Joseph holds FINRA licenses Series 66, Series 7TO and SIE. Joseph's professional experience includes time at First Command Brokerage Services, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Co. Joseph provides financial advice to individuals and families. He specializes in portfolio management, financial planning, and pension consulting. Joseph is committed to helping his clients achieve their financial goals.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
07/27/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
VA
03/04/2022 - 06/24/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (NEWPORT NEWS VA)
BOTH
Issued 04/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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