Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Spendley is a financial advisor registered with Edward Jones and holds a Series 7, Series 66 and SIE license. Joseph Spendley has been in the industry since 2018 and has experience with a wide range of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. He is also registered with the states of California, Colorado, Florida, Georgia, Illinois, Massachusetts, New York, North Carolina, South Carolina, Virginia, Washington, and West Virginia. Joseph Spendley provides a variety of financial services, including financial planning, portfolio management, and selection of other advisers. He is committed to helping clients achieve their financial goals and is dedicated to providing them with personalized service and expert guidance.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
11/23/2018 - Present
Edward Jones (Morrisville NC)
BOTH
Issued 11/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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