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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 Walter Himelick is a financial advisor with over 38 years of experience in the industry. Joseph currently holds a registration with Cetera Investment Advisers LLC in Austin, Texas. Previously, Joseph worked with VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, AETNA FINANCIAL SERVICES, INC., SECURITIES AMERICA, INC., SYSTEMATIZED BENEFITS ADMINISTRATORS, INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY, H. KERR TAYLOR & COMPANY, INC., and TEXVEST SECURITIES CORPORATION. Joseph Walter Himelick holds the Series 66, Series 24, SIE, Series 7, and Series 2 licenses. Joseph also holds the Chartered Financial Consultant designation.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
TX
01/03/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (AUSTIN TX)
CT
10/23/1995 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NE
04/03/1989 - 01/04/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
CT
03/09/1990 - 10/15/1993
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
02/11/1987 - 04/03/1989
H. KERR TAYLOR & COMPANY, INC.
NA
04/24/1985 - 02/18/1987
TEXVEST SECURITIES CORPORATION
BOTH
Issued 09/08/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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