Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Silva has been a financial advisor since 2007. Joseph has a broad range of experience working with clients in South Carolina and other states. Joseph has worked for several firms including Allstate Financial Services, LLC, MetLife Securities Inc., Pruco Securities, LLC., and now Cambridge Investment Research Advisors, Inc. Joseph holds Series 6, Series 63, Series 65 and SIE licenses and has a broad range of experience in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
08/22/2023 - Present
Cambridge Investment Research Advisors, Inc. (Fort Mill SC)
NC
03/25/2015 - 08/25/2023
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
SC
09/20/2010 - 03/27/2015
ALLSTATE FINANCIAL SERVICES, LLC (FORT MILL SC)
NC
07/25/2007 - 06/24/2010
METLIFE SECURITIES INC. (CHARLOTTE NC)
IA
Issued 06/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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