Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Leedom is a financial advisor registered with LPL Financial LLC in Lake Forest Park, WA. Joseph has been in the industry since 2010 and is licensed to provide investment advice in Arizona, California, Colorado, District of Columbia, Michigan, Oregon, Pennsylvania, Texas, and Washington. Joseph has experience with a variety of investment services, including financial planning, portfolio management, and pension consulting. Joseph also has a history of working with various firms including Key Investment Services LLC, Wells Fargo Advisors, LLC, and Wells Fargo Clearing Services, 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
10/21/2021 - Present
LPL Financial LLC (LAKE FOREST PARK WA)
WA
07/31/2015 - 10/20/2021
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
WA
02/06/2013 - 07/31/2015
KEY INVESTMENT SERVICES LLC (SEATTLE WA)
WA
01/04/2011 - 02/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
07/16/2010 - 09/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
IA
Issued 09/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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