Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelly? Claim Your ProfileChelly Joseph is an investment advisor representative, licensed in Florida, Louisiana, New Jersey and Wisconsin. Chelly has been in the industry for over 16 years, and has worked with Gradient Securities, LLC since 2018. Chelly's previous experience includes working with Transamerica Financial Advisors, Inc, VALIC Financial Advisors, Inc., Fifth Third Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Chelly Joseph is an approved investment advisor representative for Gradient Securities, LLC. Chelly Joseph provides financial planning, pension consulting, and portfolio management for individuals. Chelly Joseph's client base includes individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Chelly Joseph is also an approved investment advisor representative in the state of Florida, Louisiana, New Jersey, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
FL
05/13/2024 - Present
Gradient Securities, LLC (Bonita Springs FL)
FL
05/23/2017 - 07/17/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT MYERS FL)
FL
04/03/2013 - 05/12/2017
VALIC FINANCIAL ADVISORS, INC. (VENICE FL)
FL
03/26/2012 - 03/22/2013
FIFTH THIRD SECURITIES, INC. (CAPE CORAL FL)
FL
01/18/2007 - 03/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MYERS FL)
BOTH
Issued 03/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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