Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Robert Linton is an Investment Advisor Representative at Kestra Advisory Services, LLC in Glenside, Pennsylvania. Joseph has been in the industry since 1986. Joseph holds Series 6, 22, 63, and 65 licenses as well as the SIE. Joseph is also a Registered Representative with Kestra Investment Services, LLC. Joseph has previously worked at Equity Services, Inc., The Lincoln National Life Insurance Company, and Lincoln Financial Advisors Corporation. Joseph provides investment advisory services and financial planning services to individuals, businesses, and corporations.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/20/2016 - Present
Kestra Advisory Services, LLC (GLENSIDE PA)
VT
02/10/1992 - 10/04/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
IN
11/28/1990 - 03/02/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
11/28/1990 - 12/23/1991
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
VT
04/22/1986 - 12/31/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 04/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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