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Joseph Michael Iafelice

Curran Financial Partners, LLC

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About Joseph Michael Iafelice

Joseph Iafelice is an investment advisor representative at Curran Financial Partners, LLC. Joseph has been in the industry for over 5 years. He is a Series 6 and Series 65 licensed advisor. Joseph has experience in financial planning, portfolio management for individuals, and portfolio management for investment companies. He has a strong track record of helping clients achieve their financial goals. Joseph is committed to providing his clients with personalized advice and guidance.

Firm Information

Joseph Iafelice is currently registered with Curran Financial Partners, LLC. Curran Financial Partners, LLC is an investment advisor headquartered in DANIEL ISLAND, SC. The firm provides financial planning, pension consulting, and portfolio management services to individuals, investment companies, and high-net-worth individuals. They manage approximately $472,730,420 in assets.
Curran Financial Partners, LLC

115 RIVER LANDING DR

DANIEL ISLAND, SC 29492

$472.73M

Assets Under Management

Not reported

Total Clients

8

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Iafelice’s Registration & Firm History

SC

09/02/2023 - Present

Curran Financial Partners, LLC (DANIEL ISLAND SC)

OH

05/18/2018 - 12/12/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)

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Licenses & Designations

IA

Issued 09/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Iafelice.
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