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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilhelmina? Claim Your ProfileWilhelmina Joseph is an Investment Advisor Representative at Steward Partners Investment Advisory, LLC, registered with the state of California, New York, and Texas. Wilhelmina also works with Steward Partners Global Advisory, LLC, where provides non-variable insurance, term, whole and universal life insurance, disability health, and immediate and fixed annuities. Wilhelmina has been in the securities industry since July 7, 1971. Wilhelmina is a Series 7TO, SIE, PC, and Series 63, and Series 65 licensed representative. Wilhelmina specializes in Portfolio Management for Individuals, Financial Planning, Pension Consulting, Selection of Other Advisers and Financial Consulting.
2 Grand Central Tower, 140 East 45th Street
New York, NY 10017
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
07/15/2021 - Present
Steward Partners Investment Advisory, LLC (New York NY)
NY
07/15/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
10/01/1999 - 07/19/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
05/25/1982 - 01/01/1991
BUTCHER & SINGER INC.
NA
01/17/1979 - 06/05/1982
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
10/07/1975 - 02/15/1979
BUTCHER & SINGER INC.
NA
09/05/1972 - 11/16/1975
DANIELS & BELL, INC.
NA
06/14/1972 - 08/24/1972
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
07/07/1971 - 03/11/1972
JOSEPHTHAL & CO., INCORPORATED
IA
Issued 5/3/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/1983
PC - AMEX Put and Call Exam
BC
Issued 7/1/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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