JC
CFP
JC
CFP
Joseph Callahan
37 Years of Experience
Beachwood, OH
3 DisclosuresBrokerSells Insurance
Joseph Callahan is a CFP-designated registered investment advisor, based in Beachwood, OH, with 37 years of industry experience.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (3)
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Customer Dispute
November 2006Denied
Regulatory
June 2005Final
Customer Dispute
March 2003Denied
Other Business ActivitiesSells Insurance
Joseph operates under the DBAs Callahan Financial through MGO One Seven LLC and Fortune Financial Services, dedicating full-time hours to these investment-related activities. He is also an independent licensed insurance agent since 1987, selling accident & health, property & casualty, life and variable insurance, and a notary public, spending minimal time on the latter.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
December 2022 - Present · 3 yrs 7 mos
Fortune Financial Services, INC.
December 2022 - Present · 3 yrs 7 mos
Oneseven
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Callahan Financial
April 2016 - March 2023 · 6 yrs 11 mos
LPL Financial LLCBroker
September 2009 - December 2022 · 13 yrs 3 mos
LPL Financial LLC
September 2009 - August 2016 · 6 yrs 11 mos
Associated Planners Investment Advisory INC
July 2006 - October 2009 · 3 yrs 3 mos
Associated Securities CORP.
July 2006 - September 2009 · 3 yrs 2 mos
Associated Securities CORP.Broker
April 2006 - September 2009 · 3 yrs 5 mos
Tower Square Securities, INC.
June 2003 - April 2006 · 2 yrs 10 mos
Tower Square Securities, INC.Broker
May 2003 - April 2006 · 2 yrs 11 mos
Intersecurities, INC.
August 1999 - May 2003 · 3 yrs 9 mos
Intersecurities, INC.Broker
April 1991 - May 2003 · 12 yrs 1 mo
Pw Securities, INC.Broker
January 1990 - April 1991 · 1 yr 3 mos
Washington National Equity CompanyBroker
July 1988 - December 1989 · 1 yr 5 mos
State Registrations8 states
CAFLINKYMIOHSCVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.