Joe Pay

Guest Services

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Charlotte, North Carolina, United States

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Timeline
About me
Vice President | Senior Investment Strategist
Education
- University of North Carolina at Greensboro
  1998 - 2002
  Bachelor of Science - BS Exercise & Sport Science
Experience
- Pinehurst Resort
  Aug 1998 - Apr 2004
  Guest Services
- Ameriprise Financial Services, Inc.
  Dec 2004 - Dec 2005
  Financial Advisor
- Wachovia Corp
  Dec 2005 - Jan 2009
  - Preferred Client Services, Associate Vice President - Investments
    Oct 2006 - Jan 2009
  - Wachovia Securities Direct Trader/Service Representative
    Dec 2005 - Oct 2006
- Wells Fargo Advisors
  Jan 2009 - Mar 2023
  - Private Wealth Financial Consultant, Vice President - Investment Officer
    Jan 2021 - Mar 2023
  - Private Wealth Registered Client Associate, Associate Vice President - Investments
    Sept 2018 - Jan 2021
  - Registered Client Associate, Associate Vice President - Investments
    Mar 2016 - Sept 2018
  - Preferred Client Services, Associate Vice President - Investments
    Jan 2009 - Mar 2016
- Carnegie Private Wealth
  Mar 2023 - now
  Vice President | Senior Investment Strategist
Licenses & Certifications
- Principal/Supervisory Exam - Options Module Series 9
  Financial Industry Regulatory Authority (FINRA)
  Nov 2008
- General Industry/Product Exam Series 7
  Financial Industry Regulatory Authority (FINRA)
  Mar 2005
- Principal/Supervisory Exam - General Module Series 10
  Financial Industry Regulatory Authority (FINRA)
  Apr 2009
- State Securities Law Exam Series 66
  Financial Industry Regulatory Authority (FINRA)
  Jan 2005
- UniFi by CAIA™ Fundamentals of Alternative Investments Certificate
  CAIA Association
  Feb 2025
  View certificate
- Life and Health Insurance License
  FINRA
  Apr 2005
- Investments & Wealth Institute Member
  Investments & Wealth Institute
  Nov 2023
  View certificate