Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Patrick Strecker is an investment advisor representative with Corient. Joseph has been in the industry since June 1993 and is currently registered with the state of Washington and Texas. Joseph has a Series 65 license and has passed the Uniform Investment Adviser Law Examination in 1993. Joseph has experience working with a variety of clients including high-net-worth individuals, insurance companies, charitable organizations, corporations, and other investment advisors. Corient specializes in providing a range of advisory services, including financial planning, portfolio management, pension consulting, and publication of periodicals. Joseph is also a licensed agent with a firm named Columbia Pacific Wealth Management.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
WA
02/20/2023 - Present
Corient (SEATTLE WA)
IA
Issued 08/23/1993
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Joseph Strecker is the right advisor for you? Invested Better is here to help.
