Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Poitras is an Investment Advisor Representative with William Joseph Capital Management, Inc. John has been registered with the Securities and Exchange Commission since April 29, 2024. John has passed the Series 65 exam and is licensed in Connecticut. John's specializations include portfolio management for individuals, financial planning, and selection of other advisors. John also works for Integrity Marketing/Stateline Senior Services as an Insurance Salesperson.
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.
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.
Selection of other advisers
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CT
04/29/2024 - Present
William Joseph Capital Management, Inc. (Somers CT)
IA
Issued 04/18/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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