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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 Parker Bennett is a financial advisor registered with the state of South Carolina. Joseph has been in the industry since October 14, 2004. Currently, Joseph is affiliated with Great Valley Advisor Group, Inc. and has been since August 4, 2016. Prior to joining Great Valley Advisor Group, Inc., Joseph was also affiliated with Invest Financial Corporation from November 21, 2007, to April 22, 2015, and Pruco Securities, LLC. from October 6, 2004, to November 12, 2007. Joseph's primary office is located in Rock Hill, South Carolina. Joseph holds Series 6, 63 and 65 licenses. Joseph holds a Series 6 license for the purpose of selling Investment Company Products/Variable Contracts. Joseph holds a Series 63 license for the purpose of representing broker-dealers in the state of South Carolina. Joseph holds a Series 65 license for the purpose of giving investment advice in the state of South Carolina.
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.
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.
Consulting 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
08/04/2016 - Present
Great Valley Advisor Group, Inc. (Rock Hill SC)
SC
11/21/2007 - 04/22/2015
INVEST FINANCIAL CORPORATION (ROCK HILL SC)
SC
10/06/2004 - 11/12/2007
PRUCO SECURITIES, LLC. (COLUMBIA SC)
IA
Issued 11/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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