Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Olekszyk is a financial advisor associated with Q3 Asset Management Corp. Joseph has over 15 years of experience in the financial services industry. He has a wide range of experience in providing financial advice, including portfolio management, financial planning, and market timing services. Joseph holds a Series 7 and Series 66 license, and he is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consultation services
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MI
01/26/2024 - Present
Q3 Asset Management Corp. (BIRMINGHAM MI)
MI
02/26/2010 - 07/08/2010
ROYAL ALLIANCE ASSOCIATES, INC. (TROY MI)
MI
03/18/2008 - 02/26/2010
TRIAD ADVISORS, INC. (TROY MI)
BOTH
Issued 08/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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