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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 W. Turner is a financial advisor with Commonwealth Financial Network. Joseph has been in the financial services industry since December 30, 2002 and has a Series 7 and SIE license. Joseph previously worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Morgan Stanley DW Inc., and Robert W. Baird & Co. Incorporated. Joseph provides services to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, state or municipal government entities, and pension and profit-sharing plans. Joseph's office is located in Jacksonville, FL.
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
FL
03/01/2023 - Present
Commonwealth Financial Network (Jacksonville FL)
FL
04/18/2005 - 03/01/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
IN
04/18/2005 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
01/06/2003 - 03/14/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
11/27/2002 - 02/13/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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