Joseph Gissy (CRD# 6294262) is an Investment Advisor Representative working at Tactive Advisors, LLC in Jacksonville, FL and has over 10 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Management Services, Inc. | Manchester, MO | Jan 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- IL
- MO
- TX
-
Total Assets Under Management406MILLIONS
-
Total Number of Accounts1,200ACCOUNTS
-
Average Account Value$338,173
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, FL, HI, IL, MA, MI, MO, NC, NV, OH, TX, WA
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