Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Levesque is a financial advisor with Mercer Global Advisors Inc. Joseph is a registered investment advisor in Idaho. Joseph has over 10 years of experience in the financial services industry. Joseph holds a Series 7, Series 63 and SIE licenses. Joseph also holds the designation of Chartered Financial Analyst. Joseph has worked for a number of financial institutions, including J.P. Morgan Securities LLC and Laird Norton Wealth Management. Joseph specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
06/03/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
NY
10/25/2011 - 06/10/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 11/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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