Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph George Brazil is a financial advisor with over 30 years of experience in the industry. Joseph is currently registered with Stifel, Nicolaus & Company, Inc. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Joseph is dedicated to helping his clients achieve their financial goals. He is committed to providing personalized service and a high level of expertise to each client. Previously, Joseph worked at STONE & YOUNGBERG LLC, EBONDUSA.COM, INC., WELLS FARGO SECURITIES INC., BUTLER LARSEN PIERCE & COMPANY, INC., KEMPER SECURITIES GROUP, INC., and BATEMAN EICHLER, HILL RICHARDS, INCORPORATED.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
05/25/2018 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
CA
04/23/2001 - 11/02/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
CT
11/01/2000 - 03/26/2001
EBONDUSA.COM, INC. (GREENWICH CT)
CA
09/01/1999 - 09/21/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
09/21/1992 - 10/26/1999
BUTLER LARSEN PIERCE & COMPANY, INC. (SAN RAMON CA)
MO
09/04/1990 - 12/11/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
07/18/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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