Joseph Weber, financial advisor Scottsdale AZ
73 score

Joseph Weber

CRD Number: 4556745
Current Firm: Voya Financial Advisors, Inc.

Joseph Weber (CRD# 4556745) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Scottsdale, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors, Inc. Scottsdale, AZ Nov 2015 - Current 1
Integrated Financial Solutions Tempe, AZ Feb 2010 - Current 6
Lincoln Financial Advisors Tempe, AZ Jul 2015 - Nov 2015 < 1
Principal Life Insurance Co Phoenix, AZ Dec 2008 - Jul 2015 6
Princor Financial Service Corp Phoenix, AZ Dec 2008 - Jul 2015 6
Metlife Securities Inc. Mesa, AZ Jun 2008 - Dec 2008 < 1
Mass Mutual Financial Phoenix, MA Feb 2005 - May 2008 3
Mml Investors Services Inc. Phoenix, AZ Feb 2005 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Aug 2006
S66 NASAA Uniform Combined State Law Examination Oct 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Joseph A. Weber
Phone Number: 1-800-356-2906
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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