Joshua Carelli (CRD# 5684477) is an Investment Advisor Representative working at Greenline Wealth Management in Boca Raton, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenline Wealth Management LLC | Boca Raton, FL | Feb 2024 - Current | < 1 |
| Pnc Bank | Fort Lauderdale, FL | Aug 2022 - Dec 2023 | 1 |
| Aimpoint Pension | Lauderdale By The Sea, FL | May 2018 - Jul 2022 | 4 |
| Firstbank | Pompano Beach, FL | Mar 2016 - Apr 2018 | 2 |
| Pmac Mortgage/finance America | Boca Raton, FL | Jun 2014 - Dec 2015 | 1 |
| Pnc Bank | Boca Raton, FL | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- FL
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts244ACCOUNTS
-
Average Account Value$191,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, IL, NJ
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