Daniel Joseph, financial advisor Seven Fields PA
88 score

Daniel Joseph

CRD Number: 6258966
Current Firm: Axa Advisors, LLC

Daniel Joseph (CRD# 6258966) is an Investment Advisor Representative working at Axa Advisors, LLC in Seven Fields, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Feb 2014 - Current 2
Pittsburgh Party Pedaler Jefferson Hills, PA Jun 2013 - Current 3
Coastal Carolina University Conway, SC Aug 2009 - May 2013 3
Federated Investors Pittsburgh, PA Jun 2012 - Aug 2012 < 1
Marbury Wealth Management Pittsburgh, PA May 2011 - Aug 2011 < 1
Practice Tee Golf Course Clairton, PA Sep 2007 - Aug 2009 1
West Jeffersonn Hills School District Jefferson Hills, PA Aug 2003 - Aug 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Daniel J. Joseph
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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
88
Clean Record
This advisor has a clean track record with regulators.

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