Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Callahan has been a financial advisor for over 30 years, and is currently registered with Oneseven. Joseph is a Certified Financial Planner professional with a wide range of experience in providing financial advice and services to individuals, corporations, and charitable organizations. He has extensive experience working with clients across different aspects of financial planning, including retirement planning, college savings, estate planning, and investment management. Joseph has a proven track record of success and is committed to helping his clients achieve their financial goals.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
10/31/2022 - Present
Oneseven (BEACHWOOD OH)
OH
09/08/2009 - 12/13/2022
LPL FINANCIAL LLC (CINCINNATI OH)
OH
04/11/2006 - 09/08/2009
ASSOCIATED SECURITIES CORP. (CINCINNATI OH)
OH
05/29/2003 - 04/17/2006
TOWER SQUARE SECURITIES, INC. (CINCINNATI OH)
FL
04/01/1991 - 05/27/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
01/17/1990 - 04/01/1991
PW SECURITIES, INC.
IL
07/21/1988 - 12/19/1989
WASHINGTON NATIONAL EQUITY COMPANY (EVANSTON IL)
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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