Joseph Grimsic (CRD# 6262067) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mayfield, OH and has over 8 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Mayfield Heights, OH | Sep 2021 - Current | 2 |
| Pruco Securities, LLC | Mayfield Heights, OH | Sep 2021 - Current | 2 |
| Independence Wealth Advisors, LLC | Independence, OH | Jan 2020 - Jun 2021 | 1 |
| Alphastar Capital Management, LLC | Independence, OH | Oct 2019 - Apr 2020 | < 1 |
| Pnc Investments | Pittsburgh, PA | Apr 2018 - Jul 2019 | 1 |
| Mml Investors Services | Cleveland, OH | Apr 2017 - Apr 2018 | 1 |
| Mass Mutual Life Insurance Company | Cleveland, OH | Mar 2017 - Apr 2018 | 1 |
| Oneamerica Securities | Westlake, OH | Dec 2015 - Mar 2017 | 1 |
| American United Life | Westlake, OH | Nov 2015 - Mar 2017 | 1 |
| New York Life Insurance Company | Seven Hills, OH | Dec 2013 - Nov 2015 | 1 |
| Nylife Securities LLC | Seven Hills, OH | Nov 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- OH
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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