Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Roland St onge is a financial advisor at Edward Jones. Joseph has been a registered representative in the securities industry since November 1995. Joseph is registered with FINRA as a General Securities Representative and holds the Series 6, 7, 63, and 66 securities licenses. Joseph has experience in providing investment advice to individuals, corporations, and other institutions. Joseph is also a certified financial planner. Joseph’s experience, expertise, and dedication have earned him the trust of his clients. Joseph is committed to providing his clients with personalized financial advice and guidance that helps them achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
FL
05/20/2021 - Present
Edward Jones (SIESTA KEY FL)
FL
11/10/1995 - 10/04/2012
SIGNATOR INVESTORS, INC. (SARASOTA FL)
MA
11/10/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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