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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 Overfield is a registered Investment Advisor Representative with Prosperity Capital Advisors. Joseph has been in the industry since 2007, and is licensed in both Ohio and Texas. Joseph specializes in providing financial planning, educational seminars, and portfolio management for both individuals and businesses. In addition to his role at Prosperity Capital Advisors, Joseph is a licensed insurance agent and is the Chapter President of the American Financial Education Alliance in the Gahanna, OH area.
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.
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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OH
11/12/2024 - Present
Prosperity Capital Advisors (Gahanna OH)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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