Joseph
Verissimo
Creative Financial Designs, Inc
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About this Advisor
Joseph Verissimo is a financial advisor based in Kokomo, Indiana, working with Creative Financial Designs, Inc. Joseph has previously held positions at Next Financial Group, Inc, Inspire Investing, LLC, Cfd Investments, Northern Lights Distributors, LLC, Foreside Financial Services, LLC, Cfd Investments, Inc, and Creative Financial Designs. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Idaho. Currently, Joseph is part of Creative Financial Designs, Inc, which operates out of Kokomo, Indiana. The firm has 108 offices and 152 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creative Financial Designs, Inc Brokerage Details
$2,082,130,980
152
12,377
$168,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Joseph Verissimo Work History
Cfd Investments, Inc
Creative Financial Designs
Inspire Investing, LLC
Foreside Financial Services, LLC
Northern Lights Distributors, LLC
Cfd Investments
Next Financial Group, Inc
Disclosures
Please visit the SEC profile of Joseph Verissimo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Creative Financial Designs, Inc
Morganton, NC
Kokomo, IN
Fort Wayne, IN
Kokomo, IN
Saint Charles, MO
Kokomo, IN
Kokomo, IN
Kokomo, IN
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