Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joey? Claim Your ProfileJoey Banghart is an investment advisor representative associated with CJC Wealth Management. Joey has been in the financial services industry since 2004. Joey is registered with the following states: District of Columbia, Florida, Louisiana, Maryland, Ohio, Texas, and Virginia. Joey specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
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2
MD
10/16/2024 - Present
CJC Wealth Management (OLNEY MD)
FL
07/22/2014 - 05/16/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
FL
10/19/2011 - 05/07/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
FL
04/09/2010 - 09/09/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
08/03/2009 - 03/23/2010
PRINCOR FINANCIAL SERVICES CORPORATION (JACKSONVILLE FL)
FL
02/05/2004 - 08/07/2009
METLIFE SECURITIES INC. (JACKSONVILLE FL)
FL
02/05/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (JACKSONVILLE FL)
BOTH
Issued 03/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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