Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bartholomew is a financial advisor registered with Rockefeller Financial LLC and has been working in the financial services industry since 1996. Joseph Bartholomew holds licenses to conduct securities business in 40 states and is also a Registered Investment Advisor in Texas and Virginia. Previously, Joseph Bartholomew worked for Truist Investment Services, Inc., BB&T Securities, LLC, Morgan Stanley, Citigroup Global Markets Inc., SunTrust Investment Services, Inc. and UBS Paine Webber Inc. Joseph Bartholomew specializes in Portfolio Management for Individuals and Businesses, as well as Financial Planning and Pension Consulting.
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.
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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VA
02/01/2024 - Present
Rockefeller Financial LLC (Richmond VA)
VA
02/17/2021 - 02/05/2024
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
02/14/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/01/2009 - 03/10/2014
MORGAN STANLEY (RICHMOND VA)
VA
04/09/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
VA
06/27/2005 - 05/06/2009
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
GA
06/21/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NJ
10/11/1996 - 07/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 11/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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