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 Hamo is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Joseph has been in the industry since October 26, 2000. His previous experience includes working with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.. Joseph holds licenses for Series 63, Series 65, Series 7, Series 31, and SIE. His licenses allow him to provide investment advice and services in several states including Michigan, Texas, Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Minnesota, Mississippi, Missouri, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Vermont, Virginia and Washington. Joseph is also a trustee for his father's trust. He is actively involved in the financial services industry and is committed to providing his clients with the highest level of service and expertise.
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.
Investment consulting services to institutional clients
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.
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2
MI
09/26/2013 - Present
Wells Fargo Clearing Services, LLC (FLINT MI)
MI
06/01/2009 - 05/12/2010
MORGAN STANLEY SMITH BARNEY (FLINT MI)
MI
10/26/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLINT MI)
IA
Issued 12/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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