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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Lunn is a financial advisor currently registered with Edelman Financial Engines. Joseph Michael Lunn is a registered investment advisor (IA) with the state of Michigan. Joseph Michael Lunn has been in the industry since 2000. Before joining Edelman Financial Engines, Joseph Michael Lunn worked with Securian Financial Advisor of the Great Lakes. Prior to Securian Financial Advisor of the Great Lakes, Joseph Michael Lunn was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph Michael Lunn's experience includes working with various financial institutions, including BANC ONE SECURITIES CORPORATION, Dean Witter Reynolds Inc. and PRUCO SECURITIES CORPORATION.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
08/14/2017 - Present
Edelman Financial Engines (NORTHVILLE MI)
MI
07/12/2016 - 08/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Novi MI)
MI
06/19/2014 - 05/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON MI)
MI
01/04/2011 - 03/04/2013
ESSEX NATIONAL SECURITIES, LLC (MILFORD MI)
MI
09/02/2009 - 07/01/2010
CCO INVESTMENT SERVICES CORP. (LIVONIA MI)
MI
04/21/2004 - 09/01/2009
NATCITY INVESTMENTS, INC. (WARREN MI)
IL
09/26/2003 - 01/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NE
11/28/2001 - 08/28/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IL
05/22/2001 - 12/03/2001
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
07/17/2000 - 06/04/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
05/21/1999 - 07/18/2000
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
NA
04/26/1999 - 05/18/1999
INDEPENDENCE ONE BROKERAGE SERVICES, INC.
NY
04/22/1998 - 04/28/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
01/20/1998 - 03/23/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/04/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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