Unclaimed
Joseph Weilgus is a financial professional with over 5 years of experience in the industry. Joseph is currently registered with Stonehaven, LLC, a firm headquartered in New York City. Joseph is also registered to offer securities in all 50 states. Joseph was previously registered with Stuart Portfolio Consultants, L.P., a firm based in New York City.
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.
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.
1
2
NY
07/24/2019 - Present
Stonehaven, LLC (NEW YORK NY)
NY
01/10/2018 - 09/18/2019
STUART PORTFOLIO CONSULTANTS, L.P. (NEW YORK NY)
BC
Issued 11/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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