Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Stuart Karp is a financial advisor with over 20 years of experience in the industry. He is currently registered with Great Valley Advisor Group, Inc. and holds a Series 63, 65 and 66 license. Joseph has a long history of providing financial services to individuals and families, including financial planning, portfolio management and consulting. He is also a lawyer, specializing in estate planning and elder law. Joseph is committed to helping clients achieve their financial 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.
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.
Consulting 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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2
FL
05/06/2022 - Present
Great Valley Advisor Group, Inc. (Palm Beach Gardens FL)
FL
02/21/2002 - 03/11/2015
NEXT FINANCIAL GROUP, INC. (PALM BEACH GARDENS FL)
AZ
04/30/1996 - 02/27/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 01/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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