Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Melancon is a financial advisor registered with Knights of Columbus Asset Advisors LLC. He has been a financial advisor since 2021 and is currently registered as an Investment Advisor Representative in Nevada. Joseph holds the Series 65 exam and has worked as an Insurance Field Agent for Knights of Columbus since 2010. Joseph is a licensed agent for Knights of Columbus Insurance, selling life insurance and annuities, long term care insurance, and disability insurance. He specializes in investment advisory services, financial planning, pension consulting, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
02/23/2022 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 02/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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