Unclaimed
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 at Cetera Investment Advisers LLC. Joseph is a licensed investment advisor and has been in the industry since 1983. Joseph previously worked at Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., Thomas Group Capital, Bear, Stearns & Co. Inc., Argent Securities, Inc., R A F Financial Corporation, B C Financial Corporation, Blinder, Robinson & Co., Inc., Daley & Company, and E. F. Hutton & Company Inc. Joseph is registered with the following securities regulators: FINRA, Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah, and Washington.
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.
1
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 05/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Polanski is the right advisor for you? Invested Better is here to help.
