Joseph Secord

Current

Financial Advisor at Merrill Lynch

Past

Advertising Sales Executive at Daily Nonpareil
Intergrated Supply Project Manager at Fuchs Machinery
Buyer at John Day Company

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Education

University of Nebraska at Omaha
Daniel J. Gross High School

Recommended

6 people have recommended Joseph

Connections

84 connections

Industry

Financial Services

Websites

Joseph Secord’s Summary

I Provide Retirement Solutions.

Joseph Secord’s Specialties:

IRA
Roth IRA
401K
SIMPLE
SEP IRA
UNI-K
72t
Defined Benifit Plan
403b

Joseph Secord’s Experience

Financial Advisor

Merrill Lynch

(Public Company; 10,001 or more employees; MER; Financial Services industry)

2007 — Present (1 year)

Joseph Secord adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Joseph is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Total Merrill to connect all the pieces of your financial life. Joseph can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life.

Series 7
Series 66
Series 31
Nebraska Life Insurance
Advertising Sales Executive

Daily Nonpareil

(Privately Held; 51-200 employees; Publishing industry)

2002 — 2006 (4 years)
Intergrated Supply Project Manager

Fuchs Machinery

(Privately Held; Machinery industry)

1996 — 2002 (6 years)
Buyer

John Day Company

(Privately Held; 51-200 employees; Machinery industry)

1995 — 1997 (2 years)

Additional Information

Joseph Secord’s Websites:

Joseph Secord’s Interests:

Family Time ! Reading BBQing Weightlifting Golfing

Joseph Secord’s Groups:

Covert Lodge #11 Blue Lodge
Tangier Shriner
Shrine Clown Unit
Shrine Bowl Unit
Nebraska Old Timers Baseball Association
Omaha Chamber of Commerce
Former NASS State Chairman,