Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michaud is an investment advisor representative with Michaud Capital Management LLC. Joseph has been in the industry since 2000 and holds licenses in Colorado and Texas. Prior to joining Michaud Capital Management, Joseph worked at UMB Financial Services, Inc., Fidelity Investments Institutional Services Company, Inc., and National Financial Services LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General investment 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.
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2
CO
01/06/2012 - Present
Michaud Capital Management LLC (Denver CO)
CO
12/15/2010 - 12/07/2011
UMB FINANCIAL SERVICES, INC. (DENEVR CO)
MA
01/01/2006 - 02/05/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
MA
09/26/1996 - 10/05/2000
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BOTH
Issued 12/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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