Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Galunas is a financial advisor in Atlanta, GA, working with Creative Planning. Joseph has over 10 years of experience in the financial services industry and holds a Series 66 license, as well as Series 4 and Series 24 registrations. Joseph is also a Certified Financial Planner and a Chartered Financial Analyst. He has worked with Capital Bank & Trust Company and Capital Group Private Client Services, Inc. before joining Creative Planning.
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.
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GA
06/17/2024 - Present
Creative Planning (Atlanta GA)
GA
08/31/2009 - 08/06/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
02/11/2009 - 07/21/2009
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
11/02/2006 - 12/22/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
BOTH
Issued 04/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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