Years of Experience
5-20+ Years
HOCKESSIN, DE
29 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Quig is a financial advisor with Edward Jones. Joseph has been in the financial industry since 1995 and is registered with both the BrokerCheck and the Investment Adviser Public Disclosure (IAPD) systems. He is a Chartered Financial Consultant and holds Series 7, Series 63, and Series 65 licenses. Joseph has experience providing financial planning, portfolio management, and other financial services to individuals, families, and businesses. His office is located at 724 Yorklyn Road Suite 325 in Hockessin, Delaware.
SPECIALIZATIONS
Newark, DE
6 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Theodore Tomao is an active Registered Representative with J.p. Morgan Securities LLC. Joseph has been in the industry since December 15, 2018, and has held previous roles at Vanguard Marketing Corporation and MetLife Securities Inc. Joseph is licensed to provide investment advice in Delaware and New York and holds Series 6, 7TO, 63 and SIE licenses. Joseph's experience and expertise enable him to provide a wide range of investment services.
SPECIALIZATIONS
WILMINGTON, DE
10 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Adamo Cascarelli is a financial advisor with Blackrock Investments, LLC in Wilmington, DE. Joseph has been in the industry for 9 years and is registered to provide investment advice in several states. He holds Series 6, 7, 24, and 63 securities licenses. Joseph previously worked at J.P. Morgan Securities LLC and J.P. Morgan Institutional Investments Inc.
SPECIALIZATIONS
No specializations listed.
MIDDLETOWN, DE
15 Years Experience
0 Disclosures
ADVISOR BIO
Josephina Reyes is a financial advisor with Wells Fargo Clearing Services, LLC. She is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since 2010. She is licensed to sell securities in Delaware, New Jersey, New York, and Pennsylvania. Josephina has her Series 6, Series 63, and SIE licenses. She previously worked for J.P. Morgan Securities LLC and Chase Investment Services Corp.
SPECIALIZATIONS
NEWARK, DE
8 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Cline is a registered investment advisor representative with PFS Investments Inc., licensed to provide investment advice and securities brokerage services in Delaware, Florida, Illinois, New Jersey, and Pennsylvania. Joshua has been in the financial industry since March 5, 2017, and is active in both the broker-dealer and investment advisor spaces. Joshua holds the Series 6, Series 63, Series 65, and SIE licenses and has been active in both the broker-dealer and investment advisor spaces. Joshua has been with PFS Investments Inc. since March 2017.
SPECIALIZATIONS
NEWARK, DE
18 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Shaver is a financial advisor at Cetera Investment Advisers LLC. Joshua is a licensed and registered investment advisor representative in 17 states. Joshua's firm manages over $104 billion in assets under management. Joshua has been in the securities industry for over 16 years. Joshua works with a wide range of clients including individuals, businesses, and retirement plans. Joshua specializes in financial planning, portfolio management, and retirement planning.
SPECIALIZATIONS
WILMINGTON, DE
3 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Grimes-avery is a registered representative with Blackrock Investments, LLC. Joshua has been in the financial services industry since November 11, 2021. Joshua is registered with FINRA and holds the Series 7TO, Series 63 and SIE licenses. Joshua is registered in 53 states and the District of Columbia. Joshua is not currently registered with the Investment Advisor Association.
SPECIALIZATIONS
No specializations listed.
Rehoboth Beach, DE
7 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Coveleski is a financial advisor registered with Morgan Stanley. Joshua has been in the financial services industry since 2017 and holds licenses in Delaware, North Carolina, and Texas. Joshua has a wide range of experience providing financial advice to individuals, businesses, and institutions. Joshua is committed to providing clients with personalized financial advice and investment strategies tailored to their individual needs. Joshua is registered to offer investment advisory services.
SPECIALIZATIONS
Newark, DE
3 Years Experience
0 Disclosures
ADVISOR BIO
Joshua A. Thornton is a financial advisor registered with J.p. Morgan Securities LLC. Joshua has been in the securities industry for 3 years. Joshua Thornton's specialties include investments, mutual funds, variable life insurance, annuities and retirement planning. Joshua is licensed to sell securities in Delaware, New Jersey and New York.
SPECIALIZATIONS
Wilmington, DE
0 Disclosures
ADVISOR BIO
Joshua Coupe is a financial advisor with Kingsview Wealth Management, LLC and has over 10 years of experience in the financial services industry. Joshua Coupe has a Series 7, Series 63, and Series 66 license. Joshua Coupe specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies. Joshua Coupe has held previous positions with Edward Jones, Sharebuilder Securities Corporation, and ING Direct Securities Inc. Joshua Coupe is registered in Delaware.
SPECIALIZATIONS
