Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Christopher Kellerman is a financial advisor with B. Riley Wealth Management, a firm with offices in Tampa, Florida. Joseph Kellerman has been in the industry since July 13, 2008, and has been registered with B. Riley Wealth Management since July 22, 2022. Prior to joining B. Riley Wealth Management, Joseph Christopher Kellerman was employed by National Securities Corporation and Commerce One Financial Inc. Joseph Kellerman has licenses for Series 63, Series 24, SIE, and Series 7. Joseph Kellerman is registered in 27 states.
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.
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.
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2
FL
07/22/2022 - Present
B. Riley Wealth Management (TAMPA FL)
NY
09/05/2014 - 07/22/2022
NATIONAL SECURITIES CORPORATION (FRESH MEADOWS NY)
NY
07/14/2008 - 09/08/2014
COMMERCE ONE FINANCIAL INC. (UNIONDALE NY)
BC
Issued 08/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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