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Joseph Philip Negrosa

ST. Bernard Financial Services, Inc.

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About Joseph Philip Negrosa

Joseph Negrosa is a financial advisor registered with St. Bernard Financial Services, Inc. and has over 20 years of experience in the financial services industry. Joseph holds Series 7 and Series 63 licenses, and the SIE exam. Joseph has experience providing financial advice to individuals, as well as businesses and specializes in portfolio management, financial planning, and educational seminars. Joseph was previously registered with SA Stone Wealth Management Inc., Quest Capital Strategies, Inc., Woodbury Financial Services, Inc., H&R Block Financial Advisors, Inc. and Interfirst Capital Corporation.

Firm Information

Joseph Negrosa is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Joseph Negrosa’s Registration & Firm History

AR

06/19/2020 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

AL

12/06/2019 - 04/21/2020

SA STONE WEALTH MANAGEMENT INC. (BIRMINGHAM AL)

CA

01/23/2007 - 12/06/2019

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CA

07/01/2003 - 11/30/2006

WOODBURY FINANCIAL SERVICES, INC. (CULVER CITY CA)

MI

02/05/2002 - 05/05/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

CA

10/26/1998 - 03/04/2002

INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 09/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Philip Negrosa.
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