Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Church is a financial advisor with over 30 years of experience in the financial services industry. Joseph has been registered with the Securities and Exchange Commission since 1990 and is currently employed by Rockefeller Financial LLC. Joseph holds the Series 7, Series 31, Series 63, and Series 66 licenses and is registered in 34 states. Previously, Joseph was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated for 16 years and by Morgan Stanley DW Inc. for 14 years. Joseph's focus is on providing financial planning and portfolio management services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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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MO
05/28/2021 - Present
Rockefeller Financial LLC (Chesterfield MO)
MO
07/01/2005 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD MO)
NY
01/01/1991 - 07/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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