We found the following information about Joel W Josephs at Gaines Financial Group, Inc., where this person has worked as a Senior Wealth Consultant since 2019. Joel's total work experience is over 27 years, during which time Joel had at least five jobs at different companies to develop skills. Joel studied at the University of Miami from 1972 to 1978. This expert received the following certifications: Licenses Held Through Lpl Financial and Licenses: Series 7, Series 63, Series 65 -- Life & Health. Joel W Josephs is skilled in English. Joel currently lives in Pompano Beach, Florida. You can contact with Joel by searching for phone number or email or get full info by requesting access to the person's further details.
Name variants:
Joe Josephs
Last updated May 27, 2024
Contact Information
Workplace
Colleagues
Work History
Vice President of Securities and Investments
Focused on providing financial planning and advice through portfolio management and sound retirement plans.
Apr 2000 — Mar 2005
First Vice President
880 Carillon Pkwy, St Petersburg, FL 33716
Providing investment alternatives and services
Jun 1998 — Jul 2000
Financial Representative
1585 Broadway, New York, NY 10003
I advised people on their current holdings, as well as, designed new investment strategies for them, that were more in line with their risk tolerance.
Jan 1993 — Jun 1998
Sales Representative
Sales representative for Dade and Broward Counties. Sold and designed customized business forms for computerized and non-computer use.
Jan 1978 — Jan 1993
Education
Occupations
Counselor
Executive
Vice President
Advisor
Chief Executive
Skills
Advisor In Florida
Lpl Financial
Financial Advisor
Early Retirement Planning
Estate Planning
Strategic Financial Planning
Investment Strategies
Investment Advisor
Retirement Income
Retirement Income Distribution
Portfolio Management
Income Tax
Business Value Strategies
Retirement Planning
Tax Strategies
Investment
Wealth Distribution
Income Streams For Seniors
Business Owner Strategies
401K
Wealth Management
Finance
FAQs about Joel W Josephs
What is the main profession of Joel W Josephs?
The expert is a Senior Wealth Consultant.
What jobs is Joel W Josephs proficient at at?
The expert is proficient at Counselor jobs.
Where does Joel W Josephs live?
Pompano Beach, Florida is the place where Joel W Josephs currently lives
Where did Joel W Josephs work?
The professional worked at Gaines Financial Group, Inc., Prudential Wachovia Securities.
What education does Joel W Josephs have?
Joel studied at the University of Miami from 1972 to 1978.
Are there any professional certifications Joel W Josephs has?
Joel received the following certifications: Licenses Held Through Lpl Financial and Licenses: Series 7, Series 63, Series 65 -- Life & Health.
What languages does Joel W Josephs speak?
Joel W Josephs speaks English.
What is professional industry that Joel W Josephs is connected to?
This professional works in Investment Management industry.