Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Valentino Soto is a financial advisor who has been working in the industry for over 10 years. Joseph is registered as a Registered Representative (RR) with Kingsview Wealth Management, LLC. The firm has offices in Alpharetta, Georgia and Grants Pass, Oregon. Prior to joining Kingsview, Joseph worked for SunTrust Investment Services, Inc. and J.P. Morgan Securities LLC.
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.
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.
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
OR
08/03/2018 - Present
Kingsview Wealth Management, LLC (GRANTS PASS OR)
GA
07/07/2017 - 07/27/2018
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
GA
10/01/2012 - 07/21/2017
J.P. MORGAN SECURITIES LLC (JOHNS CREEK GA)
LA
08/21/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (KENNER LA)
BOTH
Issued 07/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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