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Joseph Francis Curtin

Golden Wealth Management

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About Joseph Francis Curtin

Joseph Francis Curtin is an Investment Advisor Representative at Golden Wealth Management. Joseph has over 20 years of experience in the financial services industry. Joseph has a strong background in providing financial advice to individuals, families, and businesses. Joseph has a broad range of experience in investment planning, retirement planning, and estate planning.

Firm Information

Joseph Curtin is currently registered with Golden Wealth Management. Golden Wealth Management is an investment advisor headquartered in Pittston, Pennsylvania, with 3 investment advisor representatives. The firm manages approximately $126,539,000 in assets for individuals, high-net-worth individuals, corporations, charitable organizations, state or municipal government entities, and pooled investment vehicles. Golden Wealth Management offers financial planning, portfolio management, and selection of other advisors services.
Golden Wealth Management

2 SOUTH MAIN STREET

PITTSTON, PA 18640

$126.54M

Assets Under Management

7

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Curtin’s Registration & Firm History

PA

05/05/2021 - Present

Golden Wealth Management (PITTSTON PA)

PA

09/25/2009 - 03/12/2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED (WILKES-BARRE PA)

PA

06/04/2008 - 09/25/2009

UBS FINANCIAL SERVICES INC. (PLAINS PA)

PA

07/01/2003 - 06/10/2008

WACHOVIA SECURITIES, LLC (PLAINS PA)

NY

11/21/2000 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

10/06/1999 - 08/07/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 11/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/04/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Francis Curtin. Review regulatory record here.
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