Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Steven Parker is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Joseph Steven Parker has been in the industry since December 2003 and has been associated with Cambridge Investment Research Advisors, Inc. since June 2023. Previously, Joseph Steven Parker was associated with CETERA INVESTMENT SERVICES LLC from January 2018 to June 2023. Joseph Steven Parker has passed the Series 6, 7, 63, and 65 exams. Joseph Steven Parker is registered in Alabama, Florida, Georgia, North Carolina, and Tennessee. Joseph Steven Parker specializes in retirement planning, estate planning, college savings, and insurance.
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
GA
06/30/2023 - Present
Cambridge Investment Research Advisors, Inc. (Valdosta GA)
GA
01/08/2018 - 06/30/2023
CETERA INVESTMENT SERVICES LLC (VALDOSTA GA)
GA
11/03/2006 - 01/24/2018
PRINCIPAL SECURITIES, INC. (VALDOSTA GA)
GA
12/15/2003 - 11/14/2006
PARK AVENUE SECURITIES LLC (VALDOSTA GA)
IA
Issued 04/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Parker is the right advisor for you? Invested Better is here to help.
