Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph McGuire is a financial advisor with over 20 years of experience in the industry. Joseph holds Series 6, 7, 24, 63, and 65 licenses and is also a Certified Financial Planner. Joseph is currently registered with CWM, LLC, in both Georgia and Nebraska. Prior to joining CWM, LLC, Joseph was with FSC Securities Corporation, WM Financial Services, Inc., Investment Professionals, Inc., and OneAmerica Securities, Inc. Joseph offers financial planning, portfolio management for individuals, and selection of other advisers, and he is a sub-advisor to other investment advisory firms. He has a background in fixed insurance. Joseph specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
GA
10/09/2024 - Present
CWM, LLC (Milton GA)
GA
04/12/2007 - 12/31/2015
FSC SECURITIES CORPORATION (ROSWELL GA)
GA
09/27/2005 - 03/02/2007
WM FINANCIAL SERVICES, INC. (DECATUR GA)
TX
09/02/2003 - 10/05/2004
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
IN
11/25/2002 - 08/15/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IA
Issued 05/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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