Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Porter Waitkevich is an Investment Advisor Representative at Concord Wealth Partners. Joseph has a Series 65 license and is registered with the state of Massachusetts. Joseph has been in the industry since 2021 and has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Joseph specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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
VA
01/11/2022 - Present
Concord Wealth Partners (ABINGDON VA)
IA
Issued 08/20/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Joseph Waitkevich is the right advisor for you? Invested Better is here to help.
