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Kader Jon Joseph, CFP®, AWMA®

Kader Jon Joseph, CFP®, AWMA®

Apprentice

Followers of Kader Jon Joseph, CFP®, AWMA®441 followers
location of Kader Jon Joseph, CFP®, AWMA®Charlotte, North Carolina, United States

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  • Timeline

  • About me

    Wealth Manager at Marquise Wealth Management, LLC.

  • Education

    • College for Financial Planning

      2015 - 2016
      Financial Planning and Services

      Completed all relevant coursework for Accredited Wealth Management Advisor and Certified Financial Planner exams, including:• The Asset Management Process• Investors, Policy & Change• Risk, Return & Investment Performance• Asset Allocation & Selection• Investment Strategies• Taxation of Investment Products• Investment Opportunities for an Individual’s Retirement• Investment Considerations for Small Business Owners• Deferred Compensation & Other Benefit… Show more Completed all relevant coursework for Accredited Wealth Management Advisor and Certified Financial Planner exams, including:• The Asset Management Process• Investors, Policy & Change• Risk, Return & Investment Performance• Asset Allocation & Selection• Investment Strategies• Taxation of Investment Products• Investment Opportunities for an Individual’s Retirement• Investment Considerations for Small Business Owners• Deferred Compensation & Other Benefit Plans• Insurance Products for Investment Clients• Regulatory & Ethical Issues for the Investment Professional• Risk Management & Investment Issues• Income Tax & Executive Benefits Planning• Estate Planning Show less

    • Providence High

      2004 - 2008

    • Appalachian State University

      2008 - 2012
      Bachelor of Science (BS) Finance and Banking

      Activities and Societies: Sigma Alpha Epsilon Fraternity (Founding Father)

  • Experience

    • Vintage Wealth Management Group

      Jun 2012 - Jan 2013
      Apprentice

    • XPO Logistics, Inc.

      Feb 2013 - Mar 2013
      FABP Carrier Paperwork (Contract)

    • The Newport Group

      Apr 2013 - Aug 2013
      Retirement Plan Account Analyst

    • Marquise Wealth Management

      Sept 2013 - Jun 2015
      Client Relations Associate

    • UBS

      Jun 2015 - Jun 2017
      Wealth Planning Analyst

    • Wells Fargo Advisors

      Oct 2017 - Apr 2018
      Financial Consultant

    • Marquise Wealth Management, LLC.

      Apr 2018 - now
      Wealth Manager

    • SealSkin Medical Wrap

      Dec 2018 - Apr 2022
      Vice President of Special Projects

  • Licenses & Certifications

    • Accredited Wealth Management Advisor (AWMA®)

      College for Financial Planning
      Nov 2015

    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Aug 2015

    • Public Notary

      North Carolina Department of the Secretary of State
      Mar 2014

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Apr 2017

    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Jan 2015
      View certificate certificate

  • Honors & Awards

    • Awarded to Kader Jon Joseph, CFP®, AWMA®
      Delegate Naval Academy Foreign Affairs Conference Apr 2012 Attended the Naval Academy Foreign Affairs Conference (NAFAC), to discus world/economic issues to find solutions to the problems today. Had round table discussions as well as listened to speakers from the US government as well as meeting with delegates from around the world.

  • Volunteer Experience

    • Volunteer

      Issued by Habitat for Humanity
      Habitat for HumanityAssociated with Kader Jon Joseph, CFP®, AWMA®

    • Assistant Coach

      Issued by Matthews Athletic & Recreation Association on Aug 2018
      Matthews Athletic & Recreation AssociationAssociated with Kader Jon Joseph, CFP®, AWMA®