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 Dever is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the industry for over 5 years, and is licensed in several states, including Arizona, Delaware, Florida, Illinois, Minnesota, Nevada, New Mexico, New York, Texas and Wyoming. Joseph has passed the Series 7, Series 63, Series 66 and SIE exams. Joseph has previously worked at CHARLES SCHWAB & CO., INC., Wells Fargo Bank, Sprouts Farmers Market, Starbucks and Mesa Community College. Joseph specializes in providing financial advice to corporations, individuals, high-net-worth individuals, pension and profit-sharing plans, insurance companies, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
11/21/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHOENIX AZ)
AZ
10/20/2023 - 01/03/2024
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 08/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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