Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Myers is a financial advisor at Calton & Associates, Inc., where he has been with the firm since 2016. Joseph's experience in the financial services industry dates back to 1981, with prior roles at Raymond James Financial Services, Inc., Citigroup Global Markets Inc., CIBC Oppenheimer Corp., Kidder, Peabody & Co. Incorporated, and Advest, Inc. Joseph holds a Series 63, Series 7, Series 9, and Series 10 license, and is registered to provide investment advice in California, Florida, Massachusetts, New Jersey, New York, Pennsylvania, and Virginia. Joseph specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Joseph Myers has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
03/01/2016 - Present
Calton & Associates, Inc. (Mount Laurel NJ)
NJ
08/19/2008 - 03/01/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (MARLTON NJ)
PA
06/30/1998 - 08/21/2008
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
NY
08/25/1987 - 07/21/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NA
01/18/1982 - 09/01/1987
KIDDER, PEABODY & CO. INCORPORATED
NA
03/23/1981 - 01/26/1982
ADVEST, INC.
BC
Issued 04/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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