Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lavine is a financial advisor with over 20 years of experience in the industry. Joseph is registered with Commonwealth Financial Network. Joseph has Series 6, 7, 63, and 65 licenses and is a Chartered Financial Consultant. Joseph has been with Commonwealth Financial Network since 2017. Prior to that, Joseph worked for Investment Centers of America, Inc. and Sundquist & Associates Financial Services. Joseph provides financial planning services to individuals, businesses, and trusts.
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
MN
02/23/2018 - Present
Commonwealth Financial Network (BAGLEY MN)
MN
10/02/2013 - 10/06/2017
INVESTMENT CENTERS OF AMERICA, INC. (BAGLEY MN)
MN
04/11/2002 - 10/24/2013
PARK AVENUE SECURITIES LLC (CLEARBROOK MN)
IA
Issued 02/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Lavine is the right advisor for you? Invested Better is here to help.
