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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Robert Hamad is a financial advisor at Creative Planning. Joseph is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial industry. Joseph holds the Series 7, 63, and 65 licenses. Joseph provides financial planning, portfolio management, and other financial services. Joseph has experience working with individuals, high net worth individuals, families, businesses, and retirement plans. Previously, Joseph was employed by LPL FINANCIAL LLC, JPMorgan Distribution Services, Inc., Nationwide Investment Services Corporation, and Park Avenue Securities LLC.
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.
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2
KS
07/19/2023 - Present
Creative Planning (OVERLAND PARK KS)
CO
03/28/2012 - 10/27/2014
LPL FINANCIAL LLC (DENVER CO)
OH
11/19/2010 - 03/06/2012
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
10/06/2009 - 10/12/2010
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
07/24/2009 - 10/02/2009
PARK AVENUE SECURITIES LLC (COLUMBUS OH)
BC
Issued 03/09/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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