Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josef? Claim Your ProfileJosef Visinski is a financial advisor with SPC, a firm based in Ann Arbor, MI. Josef has been in the financial industry since August 2006. Josef provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Josef also provides selection of other advisers. Josef is registered to provide investment advice in Florida. Josef also owns and operates Refined Financial LLC, a non-variable insurance products business in Naples, FL, and Sunshine Sod Commerce, LLC, an online sod broker business, in southwest Florida.
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.
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.
Consultation 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.
Seminar attendance fees
1
2
FL
01/07/2025 - Present
SPC (Bradenton FL)
Active
Inactive
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