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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 Julius Bublewicz is a financial advisor with Grove Point Advisors, LLC. Joseph is based in Rockville, MD. Joseph has been working in the financial industry since 1993. Joseph is registered in 6 states, including Florida, New Jersey, North Carolina, Pennsylvania, and South Carolina. Joseph is also registered with FINRA and is a registered investment advisor. Joseph holds the Series 6, Series 63, Series 65, and SIE licenses. Joseph specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Joseph has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
IN
07/08/2000 - 11/24/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
07/22/1996 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
GA
01/01/1994 - 08/08/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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