Joseph Greisofe, financial advisor Port Saint Lucie FL
93 score

Joseph Greisofe

CRD Number: 1046355
Current Firm: Allstate Financial Advisors, LLC

Joseph Greisofe (CRD# 1046355) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Port Saint Lucie, FL and has over 5 years of experience in the finance industry.

Similar Advisors
William Chapman, financial advisor Port Saint Lucie FL
William J. Chapman
CRD# 2692298
Fogel Capital Management Inc.
Score
96
Similar Advisors
Louis Chomo, financial advisor Port Saint Lucie FL
Louis E. Chomo
CRD# 4342960
Latitude Advisors, LLC
Score
96
Similar Advisors
Diane Clark, financial advisor Port Saint Lucie FL
Diane B. Clark
CRD# 1935361
Planmember Securities Corporation
Score
96
Company Name Location Dates Years
Allstate Insurance Co Port St Lucie, FL Jun 2014 - Current 2
Jem Allstate Agency LLC Port St Lucie, FL Jun 2014 - Current 2
Retired Port St Lucie, FL Dec 2013 - Jun 2014 < 1
M&t Bank Melville, NY Mar 2013 - Dec 2013 < 1
M&t Securities Melville, NY Mar 2013 - Dec 2013 < 1
Retired North Babylon, NY Oct 2011 - Mar 2013 1
Hsbc Bellport, NY Nov 2007 - Oct 2011 3
M&t Bank N.a. Huntington Station, NY Jun 1999 - Aug 2007 8
M&t Securities, Inc. Huntington Station, NY Jun 1999 - Jun 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Joseph P. Greisofe
Phone Number: 847-402-5296
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Joseph Greisofe and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.