Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Wayne Josephs is a financial advisor with over 29 years of experience in the industry. Joel is currently registered with Great Valley Advisor Group, Inc. and has previously worked with NFP Advisor Services, Jefferson Pilot Securities Corporation, Wachovia Securities, LLC, Prudential Securities Incorporated, Raymond James & Associates, Inc., Smith Barney Inc. and American Express Financial Advisors Inc. Joel has been a registered representative since October 4, 1993, and is also a registered investment advisor representative. Joel holds the Series 7, Series 63, Series 65, and SIE licenses. Joel offers financial planning, portfolio management for individuals and businesses, and other consulting services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
1
2
DE
04/07/2022 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
FL
03/17/2008 - 03/31/2011
NFP ADVISOR SERVICES (BOCA RATON FL)
FL
02/28/2005 - 03/31/2008
JEFFERSON PILOT SECURITIES CORPORATION (BOCA RATON FL)
MO
07/01/2003 - 03/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/22/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
07/02/1998 - 11/10/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
12/16/1993 - 07/17/1998
SMITH BARNEY INC. (NEW YORK NY)
MN
10/05/1993 - 10/25/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/05/1993 - 10/25/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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