Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Stanley Mateja is an investment advisor representative at Rooted Wealth Advisors. Joseph has been in the financial services industry for over seven years. Joseph is licensed to provide advisory services in Colorado and Illinois. Joseph is also a Registered Representative in Illinois.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
11/18/2021 - Present
Rooted Wealth Advisors (BOURBONNAIS IL)
MO
11/24/2014 - 10/07/2021
COUNTRY CAPITAL MANAGEMENT COMPANY (COLUMBIA MO)
IA
Issued 10/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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