Daniel Joseph
Professional summary
Daniel Joseph, who also goes by Daniel Jospeh, is a registered financial advisor currently at FORTIS WEALTH MANAGEMENT located in Charlotte, North Carolina.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Daniel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 28, 2023 - Present
FORTIS WEALTH MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/28/2023)
(9/15/2023)
(8/28/2023)
(8/28/2023)
(8/28/2023)
(8/28/2023)
(8/28/2023)
(8/28/2023)
Current Firm
FORTIS WEALTH MANAGEMENT
CRD#: 268808 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 561 |
| AUM (Assets Under Management) | $ 49,801,512 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
