WJ
WJ
Wilhelmina Joseph
54 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
Wilhelmina Joseph is a registered investment advisor, based in New York, NY, with 54 years of industry experience.
Location
99 Park Avenue, Suite 1910, New York, NY, 10016
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Regulatory History (1)
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Customer Dispute
June 2012Denied
Other Business ActivitiesSells Insurance
Wilhelmina is an Investment Advisor Representative at Steward Partners Investment Advisory, LLC, providing advisory services. She is also an agent at Steward Partners Global Advisory, LLC, offering non-variable insurance and annuities, including life and health insurance products; she dedicates minimal time to both roles.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
July 2021 - May 2022 · 10 mos
Wells Fargo Clearing Services, LLC
October 1999 - July 2021 · 21 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - July 2021 · 21 yrs 9 mos
First Union Capital Markets CORP.Broker
January 1991 - October 1999 · 8 yrs 9 mos
Butcher & Singer INC.Broker
May 1982 - January 1991 · 8 yrs 8 mos
L. F. Rothschild, Unterberg, TowbinBroker
January 1979 - June 1982 · 3 yrs 5 mos
Butcher & Singer INC.Broker
October 1975 - February 1979 · 3 yrs 4 mos
Daniels & Bell, INC.Broker
September 1972 - November 1975 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
June 1972 - August 1972 · 2 mos
Josephthal & CO., IncorporatedBroker
July 1971 - March 1972 · 8 mos
State Registrations19 states
AKCACTDCDEFLGAILMDNCNDNJNMNYPATXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.