Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Stillwell is a financial professional with over 30 years of experience in the industry. Joseph is currently a registered representative with LPL Financial LLC and has previously been registered with several other firms. Joseph is licensed to provide financial advice in Georgia and Mississippi and holds several licenses including Series 7, Series 6, Series 63, Series 24, and Series 99TO. Joseph's experience and knowledge of the industry help him to provide comprehensive financial services 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
09/08/2022 - Present
LPL Financial LLC (MADISON MS)
SC
01/19/2012 - 05/31/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
09/28/2010 - 01/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
TN
01/28/2010 - 09/01/2010
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
09/22/2009 - 01/15/2010
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
NC
06/28/2004 - 08/05/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
WI
05/14/2001 - 04/07/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
08/02/1996 - 04/25/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
ME
03/30/1995 - 08/07/1996
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
MA
08/29/1994 - 03/31/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
08/01/1991 - 07/18/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/17/1989 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
BC
Issued 08/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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