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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 Wesley Clegg is an investment advisor representative with Cetera Investment Advisers LLC. He has been in the industry since 2001. Joseph Wesley Clegg holds the Series 6, 7, 63 and 65 licenses. Joseph Wesley Clegg is currently registered with Cetera Investment Advisers LLC in Pennsylvania, and is also registered with the states of Arizona, California, Colorado, Florida, and Pennsylvania. Joseph Wesley Clegg is also registered with Cetera Advisor Networks LLC. Cetera Investment Advisers LLC has offices in Schaumburg, IL and Mechanicsburg, PA.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (MECHANICSBURG PA)
NJ
03/14/2001 - 04/26/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 04/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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