Unclaimed
Joseph Patrick Swope is a financial advisor at Hantz Financial Services, Inc., a registered investment advisor headquartered in Southfield, MI. Joseph has been working in the financial industry for over 10 years and has extensive experience in providing financial advice to individuals and businesses. He has a strong understanding of the financial markets and is committed to providing personalized advice to clients.
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.
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.
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2
MI
10/25/2023 - Present
Hantz Financial Services, Inc. (MIDLAND MI)
BOTH
Issued 10/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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