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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 Turek is a financial advisor registered with Foundations Investment Advisors LLC, a firm with approximately $1 billion to $10 billion in assets under management. Joseph Walter Turek has been in the industry since 2017. Joseph Walter Turek is licensed in Texas and holds Series 63, 66, 7, 9, and 10 licenses and has passed the SIE exam. Joseph Walter Turek specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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.
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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TX
04/17/2024 - Present
Foundations Investment Advisors LLC (Southlake TX)
TX
07/26/2021 - 03/18/2024
HILLTOP SECURITIES INC. (DALLAS TX)
TX
11/05/2019 - 07/21/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKWALL TX)
TX
06/07/2018 - 10/26/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
TX
08/08/2017 - 05/07/2018
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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