Joseph Elias (CRD# 7811339) is an Investment Advisor Representative working at Wealthy Intentions in Sterling Heights, MI and has 1 year of experience in the finance industry.
CRD# 5480510
Lpl Financial LLC
CRD# 6880560
Raymond James Financial Services Advisors, Inc.
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rocket Mortgage | Detroit, MI | Jan 2015 - Current | 9 |
| Service First Logistics | Rochester, MI | May 2014 - Dec 2014 | < 1 |
| Oakland Unviersity | Auburn Hills, MI | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- MI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$62,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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 derived from SEC.gov data covering 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.
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.