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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 Clegg is an investment advisor representative at Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Joseph is registered with the state of Pennsylvania and has been in the industry since 2001. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. The firm is registered with the Securities and Exchange Commission (SEC) and has approximately $104,468,595,111 in regulatory assets under management.
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 4/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2005
Series 7 - General Securities Representative Examination
BC
Issued 3/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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