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Joseph Michael Alcon

Keystone Private Wealth

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About Joseph Michael Alcon

Joseph Michael Alcon is a financial advisor with Keystone Private Wealth located in Palm Desert, CA. Joseph has been in the industry since 2005 and has a wide range of experience in investment and financial planning. Joseph provides services to high-net-worth individuals, corporations, and charitable organizations. Joseph is registered with the state of California.

Firm Information

Joseph Alcon is currently registered with Keystone Private Wealth. Keystone Private Wealth is an investment advisory firm located in Palm Desert, CA. They specialize in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Their team of licensed agents and investment advisor representatives manages over $692 million in assets for their clients.
Keystone Private Wealth

73575 EL PASEO

PALM DESERT, CA 92260

$692.12M

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Joseph Alcon’s Registration & Firm History

CA

05/04/2023 - Present

Keystone Private Wealth (PALM DESERT CA)

CA

12/14/2006 - 08/04/2020

FIDELITY BROKERAGE SERVICES LLC (PALM DESERT CA)

CA

04/18/2005 - 11/21/2006

A. G. EDWARDS & SONS, INC. (PALM SPRINGS CA)

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Licenses & Designations

BC

Issued 04/02/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Michael Alcon.
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