Joseph J. Manning
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Joseph John Manning JR, who also goes by Joseph John Manning, Joe Manning, was a registered financial professional .
Joseph is a previously registered financial professional and started their career in finance in 1982. Joseph had worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 18, 2014 - December 31, 2022
W3 WEALTH ADVISORS, LLC
October 25, 2002 - December 31, 2022
VALMARK ADVISERS, INC.
October 16, 1997 - December 31, 2022
VALMARK SECURITIES, INC.
October 9, 1991 - November 7, 1997
SECURIAN FINANCIAL SERVICES, INC.
May 8, 1987 - October 10, 1990
VESTAX SECURITIES CORPORATION
June 7, 1984 - May 26, 1987
INTEGRATED RESOURCES EQUITY CORPORATION
July 22, 1982 - June 7, 1984
VESTAX SECURITIES CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
W3 WEALTH ADVISORS, LLC
CRD#: 129549 / SEC#:
Contact information
Red Flags
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