Sibi Joseph

Current Employers

Employment History

• 05/2015 → Present
  Transamerica Financial Advisors, Llc
  San Diego, CA
• 07/2011 → Present
  Wfgia
  San Diego, CA
• 04/2014 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 06/2021 → Present
  Legacy Shield
  San Diego, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Legacy Shield / 0621-Present / Investment Related: No / San Diego, CA /Agent / Provides wills and trusts/ Hrs Work Monthly: 30 / Sec Trading Hrs: 0 / Will be used as an additional resource to help the clients to plan for estate based on their interest. Will be shared with client as option to basic estate planning documents. Heartland Institute of Financial Education/ 0414-Present / Investment Related: No / 8301 East Prentice Ave, Suite 312 Greenwood Village / College Consultant / College Planning / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 0 / During my meeting if I identify that anyone can benefit from the HIFE college planning program and if the client is interested to know more, then I do schedule follow-up meeting at a different date to share with them about HIFE and their service. If the client is interested, then I refer them to HIFE for further steps to move forward.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-27
• S63 Uniform Securities Agent State Law Examination
  2015-09-11