Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Kellogg is an investment advisor representative at We Family Offices in Coral Gables, Florida. Joseph has been in the industry since 2006 and is registered with the state of Florida as an Investment Advisor Representative. Joseph holds a Series 7 and Series 65 license. Joseph specializes in providing 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/27/2013 - Present
WE Family Offices (CORAL GABLES FL)
FL
01/01/2010 - 07/30/2012
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
01/01/2006 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
IA
Issued 06/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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