Joseph Seoane (CRD# 2667199) is an Investment Advisor Representative working at Prudential Financial Planning Services in Waxahachie, TX and has over 28 years of experience in the finance industry.
CRD# 5380367
Gradient Advisors, LLC
CRD# 5860007
Stewardship Advisory Group, LLC
CRD# 5787146
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Waxahachie, TX | Jan 1996 - Current | 28 |
| Pruco Securities, LLC | Waxahachie, TX | Sep 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- LA
- TX
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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