Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Raymond Wexler is a financial advisor registered with MML Investors Services, LLC, a broker-dealer and investment advisor. Joseph has been in the financial services industry since 2011 and has experience providing financial planning services. Joseph has a strong focus on insurance sales. Joseph is also registered as an Investment Advisor Representative with MML Investors Services, LLC, offering investment advisory services. Joseph is licensed to sell insurance in multiple states, providing clients access to various insurance options.
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 programs
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.
Solicitors fees
1
2
NJ
04/12/2018 - Present
MML Investors Services, LLC (SADDLE BROOK NJ)
NY
09/09/2011 - 04/05/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
IA
Issued 01/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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