Catrice Wells (CRD# 2239104) is an Investment Advisor Representative working at Joseph Wealth Management, LLC in Forest Park, IL and has over 21 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Joseph Eden Capital, LLC | Forest Park, IL | Aug 2020 - Current | 3 |
Joseph Wealth Management, LLC | Forest Park, IL | Jul 2020 - Current | 3 |
Jubilee Baptist Church | Bolingbrook, IL | Jan 2010 - Nov 2021 | 11 |
United Airlines | Chicago, IL | Feb 2006 - Jun 2020 | 14 |
Johnson Wells Investments, Inc. | Oak Forest, IL | Nov 2001 - May 2020 | 18 |
Hd Vest Financial Services | Joliet, IL | Feb 2015 - May 2018 | 3 |
Meade Accounting And Wealth Management | Joliet, ID | Jan 2007 - Jun 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
S63 | Uniform Securities State Law Examination | Jun 2021 |
- IL
- SC
- TX
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts99ACCOUNTS
-
Average Account Value$198,825
- 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
- Other
FL, IL, SC, TX
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