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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 Stuart Davies is a financial advisor at Chapel Bridge Wealth Advisors. Joseph has been in the financial services industry since 1994 and has a strong background in investment management, wealth planning, and advisory consulting. He is a Chartered Financial Analyst (CFA) and has held principal licenses for a number of years. Joseph's experience and expertise allow him to provide comprehensive financial advice and guidance to a variety of clients, including individuals, families, and charitable organizations. Joseph is currently registered with Chapel Bridge Wealth Advisors in Ohio and Puerto Rico. Joseph is also a member of the investor/advisory board at Tradovate Holdings, a futures brokerage platform.
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.
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.
Advisory consulting; family office and wealth planning services
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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PR
07/11/2022 - Present
Chapel Bridge Wealth Advisors (SAN JUAN PR)
IL
03/20/2001 - 11/13/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
09/05/1995 - 03/20/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
IL
08/10/1994 - 09/21/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/1996
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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