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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 Christianson is a financial advisor with AssuredPartners Investment Advisors. Joseph has over 10 years of experience in the financial services industry. Joseph is a Chartered Financial Analyst and holds Series 7 and 66 licenses. He is currently registered as an Investment Advisor Representative (IAR) in Texas. Joseph's practice focuses on providing financial planning and investment management services to individuals, families, and businesses. His clients include individuals, families, businesses and corporations. Joseph has experience working with high net worth individuals, corporations, and other 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.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
FL
02/23/2024 - Present
Assuredpartners Investment Advisors (TAMPA FL)
TX
12/03/2018 - 02/27/2024
KESTRA INVESTMENT SERVICES, LLC (Houston TX)
TX
03/21/2017 - 12/17/2018
MID-CONTINENT SECURITIES ADVISORS, LTD. (HOUSTON TX)
TX
05/07/2014 - 01/13/2017
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
TX
02/25/2014 - 05/02/2014
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NJ
09/21/2012 - 02/24/2014
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
BOTH
Issued 11/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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