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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 Lussier is a financial advisor registered with Creative Planning. Joseph has been in the industry since 1992, and has held registrations with Fidelity Brokerage Services LLC, Prudential Securities Incorporated, Investors Associates, Inc., and Greenway Capital Corp. Joseph is currently registered with the state of Connecticut as a Registered Investment Advisor (RIA). Joseph is also registered as an RIA with the state of Texas, but this registration is considered a "resident" registration, and does not permit Joseph to provide investment advice in the state.
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.
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2
KS
08/30/2023 - Present
Creative Planning (OVERLAND PARK KS)
CT
01/23/1997 - 02/14/2012
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
NY
08/23/1995 - 12/13/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/29/1993 - 10/06/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
11/09/1992 - 12/06/1993
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
IA
Issued 04/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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