Joseph Shimko, financial advisor Palm City FL
93 score

Joseph Shimko

CRD Number: 4611093
Current Firm: Wells Fargo Advisors, LLC

Joseph Shimko (CRD# 4611093) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Palm City, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Orlando, FL Aug 2013 - Current 3
Pnc Investments Inc. Pittsburgh, PA Mar 2010 - Aug 2013 3
Lpl Financial Charlotte, NC Jan 2010 - Feb 2010 < 1
Bank Atlantic Palm City, FL Jan 2008 - Jan 2010 2
Primevest Financial Services, Inc. St. Cloud, MN Jan 2008 - Jan 2010 2
Morgan Stanley & Company, Incorporated Stuart, FL Apr 2007 - Jan 2008 < 1
Morgan Stanley Dw, Inc. Stuart, FL Jul 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Joseph M. Shimko
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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