Joseph GenevaCRD Number: 6297296
Current Firm: Axa Advisors, LLC
Joseph Geneva (CRD# 6297296) is an Investment Advisor Representative working at Axa Advisors, LLC in Woodbury, NY and has over 2 years of experience in the finance industry.
Altium Wealth Management LLC
Scholtz & Co
Axa Advisors, LLC
|Axa Advisors, LLC||New York, NY||Apr 2014 - Current||3|
|Unemployed||Hicksville, NY||Mar 2014 - Apr 2014||< 1|
|Ameriprise Financial Services Inc.||Melville, NY||Jan 2014 - Mar 2014||< 1|
|Eisneramper LLP||New York, NY||Nov 2011 - Jan 2014||2|
|Unemployed||Hicksville, NY||Jun 2011 - Nov 2011||< 1|
|Defense Contract Management Agency||Garden City, NY||May 2010 - Jun 2011||1|
|Hofstra University||Hempstead, NY||Sep 2009 - May 2011||1|
|Unemployed||Hicksville, NY||May 2009 - Sep 2009||< 1|
|Molloy College||Rockville Centre, NY||Sep 2005 - May 2009||3|
|Gettenberg Consulting||New York, NY||May 2006 - Jan 2009||2|
|Bethpage Federal Credit Union||Bethpage, NY||May 2008 - Sep 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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
- Pension consulting services
- 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, 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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