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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 Centra is a financial advisor with over 30 years of experience in the industry. Joseph is currently registered with Grove Point Advisors, LLC, and is also licensed in 27 states and the District of Columbia. Joseph is passionate about helping individuals and families achieve their financial goals. Joseph specializes in financial planning, portfolio management, and pension consulting. Joseph's expertise includes providing financial advice to high-net-worth individuals, families, businesses, and retirement plans. Joseph is committed to providing personalized and comprehensive financial services to clients. Joseph believes in building strong relationships with clients, and strives to understand their unique needs and goals.
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.
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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2
MD
12/21/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
NY
11/13/1991 - 02/21/1995
A.J. MICHAELS & CO., LTD. (HAUPPAUGE NY)
CA
05/18/1990 - 11/13/1991
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/20/1989 - 05/18/1990
JONATHAN ALAN & CO., INC.
NJ
12/08/1988 - 10/24/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 12/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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