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 Cantrell is a financial advisor with Cetera Investment Advisers LLC in Metairie, LA. Joseph has been working in the financial services industry since 1996. Joseph is registered with the Securities and Exchange Commission (SEC) and is also licensed in multiple states. In addition to his role as an advisor, Joseph also owns and operates several businesses, including a brokerage firm, Compass Capital Management.
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.
1
2
LA
08/10/2023 - Present
Cetera Investment Advisers LLC (METAIRIE LA)
LA
07/16/1996 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
02/03/2003 - 01/04/2005
WD WEALTH MANAGEMENT, LLC (METAIRIE LA)
IA
Issued 7/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 7/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Cantrell is the right advisor for you? Invested Better is here to help.
