Joseph WeberCRD Number: 4556745
Current Firm: Integrated Financial Solutions, Pllc
Joseph Weber (CRD# 4556745) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Mesa, AZ and has over 15 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Integrated Financial Solutions, Pllc||Mesa, AZ||Dec 2017 - Current||< 1|
|Joseph A. Weber||Mesa, AZ||Jul 2008 - Current||9|
|Voya Financial Advisors, Inc.||Scottsdale, AZ||Nov 2015 - May 2017||1|
|Integrated Financial Solutions, Pllc||Tempe, AZ||Jun 2014 - May 2017||2|
|Lincoln Financial Advisors Corporation||Tempe, AZ||Jul 2015 - Nov 2015||< 1|
|Princor Financial Services Corporation||Phoenix, AZ||Dec 2008 - Aug 2015||6|
|Metlife Securities Inc.||Phoenix, AZ||Jun 2008 - Jan 2009||< 1|
|Mml Investors Services, Inc.||Phoenix, AZ||Feb 2005 - Jun 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|
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:
- Customer Dispute
- Criminal Record
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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