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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 Chalifoux is an investment advisor representative with Empower Advisory Group, LLC. Joseph has been in the financial services industry since November 9, 2001. Joseph is registered with the Securities and Exchange Commission and is licensed to provide investment advisory services in Massachusetts.
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.
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
CO
06/24/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
03/27/2020 - 04/01/2021
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC. (SUMMIT NJ)
MA
04/12/2017 - 04/11/2018
CITIZENS SECURITIES, INC. (BRAINTREE MA)
MA
04/07/2015 - 04/14/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BRAINTREE MA)
MA
09/19/2012 - 03/25/2015
SANTANDER SECURITIES LLC (MARSHFIELD MA)
MA
11/04/2009 - 09/19/2012
LPL FINANCIAL LLC (NORWOOD MA)
MA
08/13/2004 - 01/27/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
NY
05/12/2003 - 08/31/2004
IFMG SECURITIES, INC. (PURCHASE NY)
MA
06/21/2000 - 10/28/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
07/27/1998 - 03/10/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
02/02/1998 - 07/24/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 01/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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