Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Hubbard is an Investment Advisor Representative at Ameritas Advisory Services, LLC. Joseph has been in the financial services industry since 1986. Joseph is registered with the state of Florida and holds licenses in Securities, Investment Advisers, and Insurance. Joseph also holds Series 6, 7, 63 and 65 licenses. Joseph specializes in developing financial plans for individuals, businesses and trusts. Joseph is also a licensed insurance agent specializing in fixed insurance products.
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.
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.
Solicitor fees
1
2
FL
11/01/2021 - Present
Ameritas Advisory Services, LLC (St Johns FL)
FL
01/16/2001 - 06/30/2006
CARILLON INVESTMENTS, INC. (JACKSONVILLE FL)
IN
12/03/1990 - 01/30/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/03/1990 - 01/30/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
12/16/1986 - 01/11/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/16/1986 - 01/11/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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