Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Charron is a financial professional with over 18 years of experience in the financial services industry. Joseph has worked for several well-known firms including AXA Advisors, LLC, American Fidelity Securities, Inc., First Allied Securities, Inc. and Cetera Investment Advisers LLC. Joseph specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Joseph currently works with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC provides financial advisory services to individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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
OK
04/23/2021 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
OK
06/21/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (OKLAHOMA CITY OK)
OK
08/19/2014 - 06/22/2017
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
NY
08/08/2005 - 02/14/2006
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 6/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/4/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 8/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/2/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/5/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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