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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 Polanski is an investment advisor representative registered with Cetera Investment Advisers LLC. Joseph has been in the securities industry since 1983 and has experience with several firms, including Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., and Bear, Stearns & Co. Inc. Joseph is licensed to provide investment advice in Georgia and Texas.
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.
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2
GA
06/29/2023 - Present
Cetera Investment Advisers LLC (Flowery Branch GA)
GA
09/16/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FLOWERY BRANCH GA)
GA
12/08/2006 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (FLOWERY BRANCH GA)
GA
07/16/2004 - 12/06/2006
THOMAS GROUP CAPITAL (ATLANTA GA)
NY
08/31/1998 - 07/27/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
GA
10/26/1995 - 09/24/1998
ARGENT SECURITIES, INC. (ATLANTA GA)
CO
06/13/1990 - 10/31/1995
R A F FINANCIAL CORPORATION (DENVER CO)
NA
09/27/1988 - 05/16/1990
B C FINANCIAL CORPORATION
NA
10/18/1984 - 10/21/1988
BLINDER, ROBINSON & CO., INC.
NA
09/20/1983 - 07/30/1984
DALEY & COMPANY
NA
05/26/1983 - 09/30/1983
E. F. HUTTON & COMPANY INC
IA
Issued 5/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/9/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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