Joseph M Latour

Current Employers

Employment History

• 03/2009 → Present
  Symetra Investment Service, Inc.
  Bellevue, WA
• 06/2014 → 03/2017
  Concert Wealth Management, Inc.
  San Jose, CA
• 12/2016 → Present
  Sowell Management Services
  North Little Rock, AR

Previous Registrations

• 2014-06-04 → 2017-04-05
  Concert Wealth Management
  San Jose, CA
  Cumming, GA
• 2009-04-13 → 2014-06-05
  Signator Financial Services, Inc.
  Bellevue, WA
  Cumming, GA
• 2006-04-19 → 2009-03-12
  Valic Financial Advisors, Inc.
  Atlanta, GA
• 2004-11-24 → 2005-06-28
  Pnc Wealth Management Llc
  Cranbury, NJ
• 2004-10-20 → 2004-11-26
  Banc Of America Investment Services, Inc.
  East Brunswick, NJ
• 2002-11-21 → 2004-10-20
  Quick & Reilly, Inc.
  East Bruswick, NJ

Other Businesses

Annuity Fiduciary: Owner/Agent, Started 4/2009, 40 hours per month, approximately 30 hours per month during trading hours, non-investment related, sales & service of fixed and immediate annuities. Insurance Fiduciary: Owner/Agent, Started 4/2009, 40 hours per month, approximately 30 hours per month during trading hours, non-investment related, sales & service of life, health, disability, travel, Medicare Advantage, Medicare Supplement and long-term care insurance products and services.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-27
• S65 Uniform Investment Adviser Law Examination
  1997-06-12

Other Names

• Joseph Latour
• Joe Latour