Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Greco is a registered investment advisor representative with Commonwealth Financial Network. Joseph has been in the financial services industry since 2022. Joseph holds the Series 7TO and Series 66 securities licenses. Joseph currently works in the Overland Park, KS office of Commonwealth Financial Network. Joseph has prior experience with Woodbury Financial Services, Inc., Sterk Financial Services, Morgan Hunter Companies, Oasis Farms CBD, FCI Advisors, INTL FCStone, Waddell & Reed, Kansas State University, and Tallgrass Brewing Company. Joseph is a financial planner specializing in the areas of insurance, retirement planning, estate planning, and college savings. Joseph is committed to helping his 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.
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.
1
2
KS
07/05/2023 - Present
Commonwealth Financial Network (OVERLAND PARK KS)
SD
05/02/2022 - 05/26/2023
WOODBURY FINANCIAL SERVICES, INC. (DAKOTA DUNES SD)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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