Unclaimed
Joseph Violand is an investment advisor representative with Redtree Investment Group. Joseph has been in the industry for over 5 years and has a Series 7, Series 63 and SIE license. Joseph has experience working with a variety of clients, including charitable organizations, banking or thrift institutions, and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
OH
03/28/2016 - Present
Redtree Investment Group (CINCINNATI OH)
KY
03/13/2015 - 09/04/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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