Joseph Verissimo, financial advisor Hollister CA
93 score

Joseph Verissimo

CRD Number: 5514835
Current Firm: Inspire

Joseph Verissimo (CRD# 5514835) is an Investment Advisor Representative working at Inspire in Hollister, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Joseph H. Verissimo
Phone Number: (877) 658-9473
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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