Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Volpi is a financial advisor with Allstate Financial Advisors, LLC and is licensed in Alabama, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, Mississippi, North Carolina, Ohio, South Carolina, Tennessee, and Texas. Joseph is also a registered Investment Advisor in Kentucky. Joseph has been in the financial industry since 2005 and has experience with Thrivent Investment Management Inc. and J.J.B. Hilliard, W.L. Lyons, LLC.
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.
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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.
Third party advisory fees
1
2
TN
08/07/2019 - Present
Allstate Financial Advisors, LLC (Nashville TN)
KY
08/11/2014 - 06/28/2019
THRIVENT INVESTMENT MANAGEMENT INC. (Lexington KY)
KY
03/01/2013 - 07/02/2014
J.J.B. HILLIARD, W.L. LYONS, LLC (LEXINGTON KY)
KY
09/01/2011 - 02/27/2013
CSSC BROKERAGE SERVICES, INC. (SOMERSET KY)
KY
11/09/2005 - 07/03/2007
EDWARD JONES (SOMERSET KY)
BOTH
Issued 11/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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