Joseph
Rambow

Pelican Wealth Advisors, LLC

CRD#6188075
Investment Advisor
in Bonita Springs, FL

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About this Advisor

Joseph Rambow is a financial advisor working out of Bonita Springs, Florida, who has 1 year of relevant experience. Rambow is currently employed by Pelican Wealth Advisors, LLC. Rambow has gained experience at Raymond James And Associates, Scottrade, Inc, University Of South Florida, Merrill Lynch, Pierce, Fenner & Smith Inc, Aim Wealth, LLC, Pelican Wealth Advisors, LLC, Aim Wealth Realty, LLC and Aim Wealth Financial, LLC. Rambow holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Pelican Wealth Advisors, LLC is a registered investment business operating in Bonita Springs, Florida.

Certifications and Registrations

Series 66

Years Registered*

1 year

Office Location

27499 Riverview Center Blvd. #126
Bonita Springs, FL 34134

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Joseph Rambow Work History

Joseph has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pelican Wealth Advisors, LLC

2022 - Present (2 years)

Aim Wealth Realty, LLC

2022 - Present (2 years)

Aim Wealth Financial, LLC

2022 - 2022 (< 1 year)

Aim Wealth, LLC

2018 - 2022 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Raymond James And Associates

2015 - 2016 (1 year)

Scottrade, Inc

2012 - 2015 (3 years)

University Of South Florida

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Rambow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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