Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Wade Summers is a financial advisor currently associated with Vanguard Marketing Corp. in Scottsdale, Arizona. Joseph has been working in the financial services industry since February 21, 1998, and is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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.
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2
AZ
07/27/1998 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
MA
04/20/1994 - 09/21/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/20/1994 - 09/21/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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