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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 Edward Ward is a financial advisor with over 12 years of experience in the financial services industry. Joseph has a strong track record of helping clients achieve their financial goals. Joseph is currently registered with Redwood Private Wealth and Brookwood Investment Group, both of which are investment advisory firms. He offers a wide range of financial planning services including portfolio management, retirement planning, and college savings. Joseph is dedicated to providing personalized service to his clients and helping them make informed financial decisions. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 66 licenses.
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.
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.
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FL
01/01/2025 - Present
Redwood Private Wealth (ST PETERSBURG FL)
FL
06/18/2015 - 05/29/2018
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (St. Petersburg FL)
FL
05/18/2010 - 06/23/2015
QUESTAR CAPITAL CORPORATION (St. Petersburg FL)
FL
08/28/1998 - 03/12/2001
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
BOTH
Issued 04/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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