Joseph GeronimoCRD Number: 6172019
Current Firm: Pnc Investments
Joseph Geronimo (CRD# 6172019) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 4 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Pnc Investments||Pittsburgh, PA||Sep 2015 - Current||1|
|Unemployed||Pittsburgh, PA||Jul 2015 - Sep 2015||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Fort Collins, CO||Aug 2013 - Jul 2015||1|
|Waddell & Reed, Inc.||Fort Collins, CO||Mar 2013 - Jul 2015||2|
|Unemployed||Greeley, CO||Aug 2012 - Mar 2013||< 1|
|Lane Guest Ranch||Estes Park, CO||Apr 2012 - Aug 2012||< 1|
|University Center||Greeley, CO||Jan 2012 - Apr 2012||< 1|
|Unemployed||Greeley, CO||Aug 2011 - Jan 2012||< 1|
|Lane Guest Ranch||Estes Park, CO||Apr 2011 - Aug 2011||< 1|
|Greeley Country Club||Greeley, CO||Mar 2011 - Apr 2011||< 1|
|Unemployed||Greeley, CO||Aug 2010 - Mar 2011||< 1|
|Lane Guest Ranch||Estes Park, CO||Apr 2010 - Aug 2010||< 1|
|Unemployed||Greeley, CO||Aug 2009 - Apr 2010||< 1|
|Dick's Sporting Goods||Pittsburgh, PA||Mar 2009 - Aug 2009||< 1|
|Hyeholde Restaurant||Moontownship, PA||Jul 2007 - Jul 2009||2|
|Unemployed||Moontownship, PA||Mar 2007 - Jul 2007||< 1|
|Fratangelo Gardens||Moontownship, PA||Mar 2005 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.