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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 Weeks Guess is an Investment Advisor Representative with TLG Advisors, Inc. Joseph has been in the financial industry for 31 years. Joseph is registered in Alabama, Mississippi, and Mississippi. Joseph is a registered representative of TLG Advisors, Inc. The firm has offices in Littleton, CO and Pickens, MS. TLG Advisors, Inc. manages approximately $1 billion to $10 billion in assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, pension consulting, educational seminars, and selection of other advisors.
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.
Placement of institutional funds
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.
1
2
MS
03/16/2007 - Present
TLG Advisors, Inc. (PICKENS MS)
MS
11/07/2001 - 03/16/2007
PARK AVENUE SECURITIES LLC (JACKSON MS)
NY
03/23/1987 - 10/19/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/08/1986 - 01/02/1991
LAMARCO, INC.
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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