JP
JP
Joseph Polanski
42 Years of Experience
Flowery Branch, GA
1 DisclosureBrokerSells Insurance
Joseph Polanski is a registered investment advisor, based in Flowery Branch, GA, with 42 years of industry experience.
Location
5970 Pocahontas Dr, Flowery Branch, GA, 30542
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Regulatory History (1)
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Customer Dispute
February 2011Settled
Other Business ActivitiesSells Insurance
Joseph works as an insurance agent selling health insurance with various companies since 2021, dedicating minimal time to this activity. He also works as a financial professional for Prosperity Wealth Advisors since 2021, which takes nearly full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Cetera Investment Advisers LLC
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
April 2016 - May 2021 · 5 yrs 1 mo
Summit Brokerage Services, INC.Broker
September 2015 - September 2019 · 4 yrs
J P Turner & Company Capital Management, LLC
September 2007 - November 2015 · 8 yrs 2 mos
J.P. Turner & Company, L.L.C.Broker
December 2006 - September 2015 · 8 yrs 9 mos
Thomas Group CapitalBroker
July 2004 - December 2006 · 2 yrs 5 mos
Bear, Stearns & CO. INC.
February 2003 - July 2004 · 1 yr 5 mos
Bear, Stearns & CO. INC.Broker
August 1998 - July 2004 · 5 yrs 11 mos
Argent Securities, INC.Broker
October 1995 - September 1998 · 2 yrs 11 mos
R a F Financial CorporationBroker
June 1990 - October 1995 · 5 yrs 4 mos
B C Financial CorporationBroker
September 1988 - May 1990 · 1 yr 8 mos
Blinder, Robinson & CO., INC.Broker
October 1984 - October 1988 · 4 yrs
Daley & CompanyBroker
September 1983 - July 1984 · 10 mos
E. F. Hutton & Company INCBroker
May 1983 - September 1983 · 4 mos
State Registrations23 states
ALAZCACOFLGAILINMAMDMIMSNCNENJNVNYOHSCTNTXUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.