Joseph VerissimoCRD 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.
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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management56MILLIONS
Total Number of Accounts374ACCOUNTS
Average Account Value$149,323
- 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 investment companies (as well as "business development companies")
- Pension consulting services
CA, HI, IN, KY, LA, MI, MO, OH, OK, TN, TX, VA
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