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 Hake is a financial advisor with over 14 years of experience in the financial services industry. Joseph is currently registered with Columbia Management Investment Advisers, LLC and is located in Boston, MA. Prior to that, Joseph has also worked for Goldman Sachs & Co. LLC, J.P. Morgan Institutional Investments Inc. and J.P. Morgan Securities LLC. Joseph has a Series 7, Series 31, Series 66 and SIE license.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
10/07/2022 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
CA
08/13/2015 - 10/05/2022
GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)
CA
01/30/2012 - 07/14/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (SAN FRANCISCO CA)
IL
06/18/2010 - 01/12/2012
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
10/20/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
BOTH
Issued 11/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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