Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Capra is a financial advisor with over 25 years of experience in the financial services industry. Joseph is currently registered with Grove Point Advisors, LLC and has been associated with the firm since April 2021. Joseph has experience providing financial planning, portfolio management, and pension consulting to clients. Prior to joining Grove Point Advisors, LLC, Joseph was associated with Sterne Agee Financial Services, Inc. and WRP Investments, Inc. Joseph is licensed to provide investment advisory services in Arizona, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia.
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
NJ
04/01/2021 - Present
Grove Point Advisors, LLC (Ogdenburg NJ)
NJ
09/12/2014 - 05/31/2016
STERNE AGEE FINANCIAL SERVICES, INC. (OGDENSBURG NJ)
NJ
05/03/2004 - 09/12/2014
WRP INVESTMENTS, INC. (OGDENSBURG NJ)
MA
07/25/1997 - 05/03/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NJ
10/11/1995 - 08/06/1997
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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