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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Sekelsky is an investment advisor representative with Fisher Investments. Joseph Sekelsky has been in the industry since 1994 and has worked for several firms, including TD Waterhouse Investor Services, Inc., Hartford Equity Sales Company Inc., and Citicorp Investment Services. Joseph Sekelsky is licensed in Texas and Washington.
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.
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.
Portfolio assessment
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.
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
WA
11/29/2007 - Present
Fisher Investments (CAMAS WA)
NE
07/03/1995 - 07/21/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CT
12/12/1994 - 06/27/1995
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
06/30/1994 - 12/06/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
01/10/1994 - 05/25/1994
G. R. PHELPS & CO., INC.
BOTH
Issued 07/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/11/1997
Series 4 - Registered Options Principal Examination
BC
Issued 04/07/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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