Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Wheeler Parker is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the industry since April 19, 1988. Joseph holds Series 7, 31, 63 and 65 licenses and the SIE. Joseph has a proven track record and extensive experience working with high net worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, as well as insurance companies and state or municipal government entities. Joseph specializes in offering a variety of advisory services, including performance measurement reports, allocation modeling, IPS, research reports and services, portfolio management for businesses and individuals, pension consulting and selection of other advisers.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MS
09/12/1989 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIDGELAND MS)
IA
Issued 06/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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