ADVISOR BIO

Joseph Bernard Fox is an investment advisor representative at Franklin Street Advisors Inc., a firm that provides investment advice to individuals, businesses, and pooled investment vehicles. Joseph has been with Franklin Street Advisors Inc. since July 2007, and previously worked at Franklin Street Securities, Inc., Capital One Investments, LLC, and J.P. Morgan Securities Inc. Joseph is a Certified Financial Planner and a Chartered Financial Analyst, and holds Series 7 and Series 63 licenses.

SPECIALIZATIONS

ADVISOR BIO

Joseph James Sell is a financial advisor who has been in the industry since August 8, 2018. Joseph is currently registered with Oppenheimer & Co. Inc. Joseph is licensed to sell securities in 9 states including Missouri, Arizona, Colorado, Georgia, Illinois, Iowa, Tennessee, Texas, and Illinois. Joseph previously worked at Edward Jones in St Louis, MO.

SPECIALIZATIONS

ADVISOR BIO

Joseph Bossong is an investment advisor representative at Fisher Investments. Joseph has been in the financial industry since 2007. They currently hold a Series 65 license and are registered with the state of Florida and Texas. They are a registered investment advisor representative with Fisher Investments since 2023. Joseph's previous employers include Otis Elevator Company, Bell Legal Group and Showalter Construction.

SPECIALIZATIONS

ADVISOR BIO

Joseph Emmet Young is a financial advisor at Gregory J. Schwartz & Co., Inc. with over 20 years of experience in the industry. Joseph is registered with the state of Michigan and holds Series 6 and 63 securities licenses, as well as the SIE exam. Joseph specializes in a variety of areas including investment planning, retirement planning, and college savings. Joseph is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joseph Clarence Leary is an investment advisor representative at Defender Capital. Joseph has been in the financial services industry since 2010 and has a wide range of experience providing financial advice to individuals and families. Joseph holds the Series 7, Series 63, and Series 66 licenses. Defender Capital is a financial advisory firm based in Charlotte, North Carolina. The firm provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Defender Capital is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joseph David Porter is a registered representative with Vanguard Advisers, Inc., working from their Malvern, PA branch office. Joseph is a Series 66, Series 63 and Series 7TO licensed professional. Joseph has been in the financial industry for 2 years and 2 months, and holds registrations in over 50 states. Joseph specializes in financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Joseph Robert Cuda is a registered Investment Advisor Representative with Corient. Joseph Robert Cuda is licensed in Florida, and holds the Series 7, Series 63, and Series 65 licenses. Joseph Robert Cuda has been in the industry since 2015 and was previously employed by Carillon Fund Distributors, Inc., and Eagle Fund Distributors, Inc.. Joseph Robert Cuda provides a variety of services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Joseph Septimus is a financial professional with experience in the industry since 2014. Joseph holds a Series 66 license and a Series 7, 31 and SIE. Joseph is currently employed by Alliancebernstein LP and is registered in 29 states and the District of Columbia. Joseph is able to offer advisory services such as asset allocation, financial planning, selection of other advisers, and portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Joseph Everett Kenyon is a financial advisor at Stifel, Nicolaus & Company, Inc. and has been working in the financial services industry for over 20 years. Joseph has a strong background in investments and has passed several industry exams, including the Series 7, 31, 63 and 65 exams. Joseph is registered to offer investment advice in over 30 states and is also a registered representative of Stifel, Nicolaus & Company, Inc. Joseph focuses on providing a variety of financial services, including financial planning, portfolio management, and retirement planning for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Joseph Scott Kay is a financial advisor with over 25 years of experience in the industry. Joseph is registered with RBC Capital Markets, LLC and has been with the firm since 2009. Previously, Joseph worked at J.B. Hanauer & Co. and Ryan Beck & Co. Joseph is licensed to provide financial advice in 48 states and the District of Columbia. Joseph holds the Series 7, Series 63, and Series 66 licenses.

SPECIALIZATIONS