Joseph Grobbel (CRD# 6348114) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 6 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifs Financial Services | Cincinnati, OH | Aug 2016 - Current | 7 |
| Touchstone Securities | Cincinnati, OH | Aug 2016 - Current | 7 |
| Coyote Logistics | Ann Arbor, MI | Jun 2017 - Jul 2017 | < 1 |
| Student | East Lansing, MI | Aug 2013 - Jun 2017 | 3 |
| Harpers Restaurant | East Lansing, MI | Sep 2016 - Dec 2016 | < 1 |
| Wells Fargo Advisors | Troy, MI | Aug 2016 - Sep 2016 | < 1 |
| Minute Media | Chicago, IL | Jun 2016 - Aug 2016 | < 1 |
| Harpers Restaurant | East Lansing, MI | Sep 2015 - May 2016 | < 1 |
| Service First Logistics | Auburn Hills, MI | Jun 2015 - Aug 2015 | < 1 |
| Harpers Restaurant | East Lansing, MI | Jan 2015 - Mar 2015 | < 1 |
| Morgan Stanley | Bloomfield Hills, MI | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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