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 Vartanian is an Investment Advisor Representative at Kestra Advisory Services, LLC in Greensboro, NC. Joseph has been in the financial services industry since April 18, 2002. Prior to joining Kestra Advisory Services, LLC, Joseph worked at several other firms, including Invest Financial Corporation, Financial Network Investment Corporation, Blue Vase Securities, LLC, SunTrust Securities, Inc., and NCF Financial Services, Inc. Joseph holds Series 7, 63, and 65 licenses. He is also a Registered Representative of Kestra Investment Services, LLC. Joseph specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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2
NC
06/14/2016 - Present
Kestra Advisory Services, LLC (Greensboro NC)
NC
02/28/2007 - 02/13/2015
INVEST FINANCIAL CORPORATION (GREENSBORO NC)
NC
10/24/2005 - 02/27/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (GREENSBORO NC)
PA
03/01/2005 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
GA
01/03/2005 - 04/01/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
04/18/2002 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 09/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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