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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 Nilsen is a financial advisor who has been in the industry since April 2017. Joseph is currently registered with World Investment Advisors, LLC, and holds Series 7, Series 63, and Series 66 licenses. Joseph is a Certified Financial Planner. Joseph has experience working with clients in Arizona, California, and Kansas. Joseph specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Joseph also provides financial planning, portfolio management, and pension consulting services.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
03/30/2022 - Present
World Investment Advisors, LLC (Scottsdale AZ)
MO
05/12/2021 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
AZ
09/21/2016 - 10/27/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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