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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 Colell is a financial advisor at Spire Wealth Management, LLC. Joseph has been in the financial services industry since 1974. Joseph has a wide range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and charitable organizations. Joseph has a Series 7, Series 63, Series 65, Series 24, and Series 31 licenses. Joseph is also registered with FINRA and is a member of the Massachusetts Society of Certified Public Accountants. Joseph provides financial planning, retirement planning, and estate planning services to clients.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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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2
VA
09/21/2018 - Present
Spire Wealth Management, LLC (MCLEAN VA)
MA
08/20/2014 - 08/16/2018
AMERIPRISE FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
MA
08/12/1994 - 09/10/2014
LPL FINANCIAL LLC (NEEDHAM MA)
NY
05/23/1989 - 04/19/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/03/1981 - 04/18/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/16/1974 - 11/05/1981
BERKSHIRE EQUITY SALES, INC.
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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