Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Stonelake is a financial advisor with Independent Financial Partners, serving clients in Florida and other states. Joseph has been working in the financial industry since 1998. His expertise encompasses various areas including financial planning, pension consulting, and investment management for individuals. Joseph has a proven track record of providing personalized and comprehensive financial advice to a wide range of clients, from high-net-worth individuals to those seeking retirement planning support.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
07/19/2024 - Present
Independent Financial Partners (TAMPA FL)
FL
05/17/2001 - 04/15/2024
FIDELITY BROKERAGE SERVICES LLC (VERO BEACH FL)
MA
04/01/1998 - 05/04/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
03/25/1998 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Stonelake is the right advisor for you? Invested Better is here to help.
