Joe E. Kolb
Plus aucun poste en cours
Profil
Mr. Joe E.
Kolb is a Director-Financial Planning at StrategicPoint Investment Advisors LLC.
He is the former Vice President and co-founder of Star Medical, Inc.
Mr. Kolb has a Certificate in Financial Planning from Bryant University.
He is a graduate of Southern New Hampshire University and holds a BS in Business/Finance.
He holds the RI Life and Health Insurance Producers Licenses, as well as the FINRA Series 65 license.
Anciens postes connus de Joe E. Kolb
| Sociétés | Poste | Fin |
|---|---|---|
Strategic Point Investment Advisors LLC
 Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Gestionnaire de Portefeuille-Actions | 01/09/2012 |
Formation de Joe E. Kolb
| Southern New Hampshire University | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Strategic Point Investment Advisors LLC
Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Finance |
