Wilhelmina Deanna Joseph

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New York, NY
• 11/2016 → 07/2021
  Wells Fargo Clearing Services, Llc
  New York, NY
• 07/2021 → 05/2022
  Raymond James Financial Services, Inc.
  New York, NY
• 07/2021 → Present
  Steward Partners Global Advisory Llc.
  New York, NY
• 07/2021 → Present
  Steward Partners Investment Advisory, Llc
  New York, NY
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  New York, NY

Previous Registrations

• 1999-10-01 → 2021-07-19
  Wells Fargo Clearing Services, Llc
  New York, NY
  New York, NY
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  New York, NY

Other Businesses

1) Steward Partners Investment Advisory, LLC. - Investment related: Yes. Address: 140 E 45th St Fl 36,New York, NY Nature of the business: Independent RIA. Position: Investment Advisor Representative. Start Date: 07/2021. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Provide advisory services for clients. 2) Steward Partners Global Advisory, LLC. - Investment related: Yes. Address: 140 E 45th St Fl 36,New York, NY . Nature of business: Non-variable insurance and annuities. Position: Agent. Start date: 07/2021. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Offer non-variable insurance, term, whole and universal life insurance, disability health, and immediate and fixed annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-03
• S63 Uniform Securities Agent State Law Examination
  1982-01-20

Other Names

• Wilhelmina Denna Joseph
• Wilhelmina Denna Ballard Joseph
• Peggy Joseph
• Wilhemina Ballard Joseph
• Peggy Joseph
• Wilhelmina D Joseph
• Wilhemina D Ballard
• Peggy Joseph