Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lunn is a financial advisor with Edelman Financial Engines, based in NORTHVILLE, MI. Joseph has been in the industry since 2001. In addition to holding licenses in Michigan, Joseph has passed the Series 7, Series 63, Series 65, Series 26, and Series 31 exams. Previously, Joseph was registered with Securian Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Essex National Securities, LLC, CCO Investment Services Corp., NatCity Investments, Inc., BANC ONE SECURITIES CORPORATION, ALLSTATE FINANCIAL SERVICES, LLC, BANC ONE CAPITAL MARKETS, INC., Independence One Brokerage Services, Inc., 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 3/4/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 5/8/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 8/2/2017
SIE - Securities Industry Essentials Examination
BC
Issued 5/1/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 1/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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