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 Gilleland has over 30 years of experience in the financial services industry. Joseph has been registered with Creativeone Securities, LLC since January 2019. Prior to that, Joseph was a registered representative at Royal Alliance Associates, Inc. and Signator Investors, Inc.. Joseph has also worked for Transamerica Financial Advisors, Inc., ING Financial Partners, Inc., American General Securities Incorporated, and Franklin Financial Services Corporation. Joseph holds the Series 6, 7, 24, 26, 63, and 65 licenses. Joseph is a licensed insurance agent in North Carolina and South Carolina and coaches cross country for Iredell-Statesville Schools.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NC
01/02/2019 - Present
Creativeone Securities, LLC (Stony Point NC)
NC
11/02/2018 - 12/31/2018
ROYAL ALLIANCE ASSOCIATES, INC. (STONY POINT NC)
NC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (STONY POINT NC)
NC
01/02/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (STONY POINT NC)
SC
04/15/2005 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (MT PLEASANT SC)
AZ
10/01/2002 - 02/23/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
07/03/1990 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 01/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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