Joseph Eck (CRD# 6516555) is an Investment Advisor Representative working at Stage Ready Financial Planning in Oakwood, OH and has over 7 years of experience in the finance industry. Joseph Eck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stage Ready Financial Planning, LLC | Oakwood, OH | Jan 2024 - Current | < 1 |
| Prudential Insurance Company Of America | Kettering, OH | Jul 2015 - Jan 2024 | 8 |
| Pruco Securities, LLC | Kettering, OH | Apr 2015 - Jan 2024 | 8 |
| Conroe Isd | The Woodlands, TX | Jul 2014 - Jun 2015 | < 1 |
| University Of Houston | Houston, TX | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
| S63 | Uniform Securities State Law Examination | Dec 2019 |
- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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