Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Webber is a financial advisor with over 29 years of experience in the financial services industry. Joseph is currently registered with Wells Fargo Clearing Services, LLC. Joseph is a Certified Financial Planner and holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Joseph has prior experience with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and Pruco Securities Corporation. Joseph has offices in both State College, PA and Fort Myers, FL. Joseph has specializations in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Joseph provides investment advisory services to individuals, families, and businesses.
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.
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.
Investment consulting services to institutional clients
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
PA
06/11/2021 - Present
Wells Fargo Clearing Services, LLC (STATE COLLEGE PA)
PA
11/17/2011 - 06/15/2021
MORGAN STANLEY (STATE COLLEGE PA)
PA
11/30/2004 - 11/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STATE COLLEGE PA)
MN
02/12/1996 - 11/30/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/12/1996 - 11/30/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
08/23/1994 - 12/05/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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