Joseph VerissimoCRD Number: 5514835
Current Firm: Creative Financial Designs, Inc.
Joseph Verissimo (CRD# 5514835) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Hollister, CA and has over 9 years of experience in the finance industry.
Rnp Advisory Services, Inc.
Cambridge Investment Research Advisors, Inc.
Johanson Financial Advisors, Inc.
|Cmw Advisors, LLC||Hollister, CA||Jul 2015 - Current||2|
|Cfd Investments||Kokomo, IN||Jul 2015 - Current||2|
|Creative Financial Designs||Kokomo, IN||Jul 2015 - Current||2|
|Next Financial Group Inc.||Houston, TX||Feb 2012 - Jul 2015||3|
|Wells Fargo Advisors LLC||Hollister, CA||May 2010 - Feb 2012||1|
|Wells Fargo Bank, N.a.||Hollister, CA||Jul 2006 - Feb 2012||5|
|Wells Fargo Investments, LLC||Hollister/salinas, CA||Apr 2008 - Apr 2010||2|
|Round Table Pizza||Hollister, CA||Jun 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management800MILLIONS
Total Number of Accounts6,786ACCOUNTS
Average Account Value$117,869
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV