Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Scott Burgess is a financial advisor with over 25 years of experience in the industry. Joseph is a registered representative with Cetera Investment Advisers LLC and provides financial planning, portfolio management, and other services to individuals, families, and businesses. Joseph is also a Registered Investment Advisor. Joseph holds the Series 63, 65, 7, and SIE licenses, as well as the CFP and ChFC designations. Prior to joining Cetera Investment Advisers LLC, Joseph worked with Securian Financial Services, Inc. and CRI Securities, 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.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
11/14/1996 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/14/1996 - 10/19/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
IA
Issued 10/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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