Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Thomas Durkin is a financial advisor with Valic Financial Advisors, Inc. Joseph has been in the financial industry for over 2 years and has over 4 years of experience in the insurance industry. Joseph holds Series 7, 66, and SIE licenses. Joseph is registered to provide investment advice in Indiana, Ohio, Pennsylvania, and West Virginia. Joseph is a highly qualified financial advisor with a wide range of experience. Joseph can help clients with a variety of financial needs, including financial planning, portfolio management, 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
OH
02/25/2022 - Present
Valic Financial Advisors, Inc. (INDEPENDENCE OH)
BOTH
Issued 06/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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