Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Randall Wesley is a financial advisor who has been in the industry since 1993. Joseph is currently registered with Ameriprise Financial Services, LLC and has been working with them since December 2022. Prior to joining Ameriprise, Joseph worked with Thurston Springer Financial, David A. Noyes & Company, Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IN
12/13/2022 - Present
Ameriprise Financial Services, LLC (Richmond IN)
IN
08/25/2018 - 12/14/2022
THURSTON SPRINGER FINANCIAL (Richmond IN)
IN
02/20/2014 - 08/24/2018
DAVID A. NOYES & COMPANY (RICHMOND IN)
IN
03/11/2011 - 02/24/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND IN)
IN
01/01/2008 - 03/11/2011
WELLS FARGO ADVISORS, LLC (RICHMOND IN)
IN
11/16/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RICHMOND IN)
WI
09/05/1995 - 11/17/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
07/14/1995 - 09/08/1995
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IN
03/03/1994 - 07/14/1995
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
IN
05/14/1993 - 02/15/1994
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 09/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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