Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Reid is a financial advisor with Avantax Advisory Services. Joseph is a Certified Financial Planner™ and a Chartered Financial Consultant. Joseph has been in the financial services industry since 2017. Joseph has experience in providing investment advice, financial planning, and insurance products. Joseph is registered with the following states: California, Colorado, Iowa, Kansas, Missouri, Nebraska, and Ohio.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
KS
07/26/2024 - Present
Avantax Advisory Services (Topeka KS)
KS
03/16/2018 - 07/29/2024
EDWARD JONES (TOPEKA KS)
KS
04/03/2017 - 02/02/2018
FBL MARKETING SERVICES, LLC (TOPEKA KS)
BOTH
Issued 05/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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