Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Plume is a financial advisor with Oliver Wealth Management. Joseph Plume has been in the industry since September 2017 and is registered in Maryland. Joseph Plume previously worked at M HOLDINGS SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Helps you choose top advisors aligned with your financial goals.
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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MD
01/01/2025 - Present
Oliver Wealth Management (TOWSON MD)
MD
04/22/2021 - 04/23/2024
M HOLDINGS SECURITIES, INC. (TIMONIUM MD)
MD
09/20/2017 - 03/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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