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Joseph U
Series 63, Series 65
Huntington, WV
Foundations Investment Advisors LLC
Joseph Unger is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Unger is also an insurance agent licensed to sell life, health, annuity, property, and casualty insurance. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and incorporates third-party sub-advisers and custodians in its investment approach.
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