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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph David Schofield is an investment advisor representative at Beacon Pointe Advisors, LLC. Joseph Schofield has been in the securities industry for over 25 years and has a Series 7, Series 63, and Series 65 license. Joseph Schofield is also a licensed insurance agent in South Carolina. Prior to joining Beacon Pointe Advisors, LLC, Joseph Schofield was an investment advisor representative for PARK AVENUE SECURITIES LLC. Joseph Schofield has a strong background in financial planning, portfolio management, and consulting services. Joseph Schofield is passionate about helping clients achieve their financial goals and has a proven track record of success.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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2
SC
01/21/2025 - Present
Beacon Pointe Advisors, LLC (GREENVILLE SC)
SC
06/26/2003 - 12/15/2009
PARK AVENUE SECURITIES LLC (GREENVILLE SC)
FL
03/10/2000 - 06/20/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NJ
07/22/1994 - 03/27/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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