Joel SousaCRD Number: 6144697
Current Firm: Primerica Advisors
Joel Sousa (CRD# 6144697) is an Investment Advisor Representative working at Primerica Advisors in Santa Clara, CA and has over 3 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Pfs Investments Inc.||Santa Clara, CA||Feb 2013 - Current||4|
|Primerica Financial Services||Santa Clara, CA||Jan 2012 - Current||5|
|Fremont Unified School District||Sunnyvale, CA||Jan 2008 - Current||9|
|San Jose Unified School District||San Jose, CA||Jan 2008 - Current||9|
|Lyft, Inc.||San Jose, CA||Jul 2014 - Aug 2014||< 1|
|Green Coat Painting||San Jose, CA||Dec 2009 - Dec 2011||2|
|Cal Painting||San Jose, CA||Mar 2007 - Dec 2009||2|
|Student||University Of Ca. Santa Barbara, CA||Jun 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV