Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine McKelvey is a financial advisor with over 25 years of experience in the industry. Currently, Josephine is a registered representative with Lincoln Investment in Fort Washington, PA. Josephine specializes in providing financial planning, portfolio management, and selection of other advisors for both individuals and businesses. In the past, Josephine worked with Capital Analysts, Incorporated and PRUCO Securities Corporation. Josephine holds the following licenses: Series 6, 7, 24, 63, 99TO, and SIE.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/01/2012 - Present
Lincoln Investment (Fort Washington PA)
OH
05/10/2000 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NJ
07/16/1996 - 05/01/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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