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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 Flamer is a financial advisor with Fidelity Personal and Workplace Advisors. Joseph has been in the financial industry since 2008. Joseph is registered in 28 states as a broker-dealer and in 2 states as an investment advisor representative. Joseph has a Series 66, Series 63, Series 10, Series 9 and Series 7 license, and is a Registered Representative of Fidelity Brokerage Services. Prior to joining Fidelity Personal and Workplace Advisors, Joseph worked as a Financial Advisor for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc.. Joseph has a demonstrated track record of providing financial guidance to individuals, high net worth individuals, corporations, and other businesses. Joseph is committed to helping 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.
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.
1
2
IL
05/13/2020 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
04/06/2016 - 06/13/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
AZ
07/23/2007 - 10/29/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 12/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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