Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Reedy has over 20 years of experience in the financial services industry. Joseph is currently a Registered Representative with J.P. Morgan Securities LLC. Joseph is a Series 7, 31 and 66 licensed professional. He is also licensed in Indiana, Tennessee and Texas. Prior to his current role, Joseph held positions at CETERA INVESTMENT SERVICES LLC, AXA ADVISORS, LLC, FIFTH THIRD SECURITIES, INC, FULCRUM SECURITIES, INC, CHASE INVESTMENT SERVICES CORP, MORGAN STANLEY DW INC, NATCITY INVESTMENTS, INC, BANC ONE SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC, and IDS LIFE INSURANCE COMPANY. Joseph specializes in providing financial planning, portfolio management and investment advice. He works with individuals, families and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TN
11/02/2022 - Present
J.p. Morgan Securities LLC (Nashville TN)
TN
03/16/2020 - 10/31/2022
CETERA INVESTMENT SERVICES LLC (NASHVILLE TN)
KY
04/05/2018 - 03/18/2020
AXA ADVISORS, LLC (LOUISVILLE KY)
KY
09/24/2007 - 03/23/2018
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
MO
03/07/2007 - 09/04/2007
FULCRUM SECURITIES, INC. (SAINT LOUIS MO)
IN
02/14/2006 - 03/06/2007
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
NY
07/14/2005 - 01/23/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
10/20/2003 - 05/18/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
07/17/2002 - 07/15/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
01/08/2002 - 05/07/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/08/2002 - 05/07/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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