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Joseph Caselle

Joseph Caselle

Senior Vice President-Wealth Management

Followers of Joseph Caselle363 followers
location of Joseph CaselleWalnut Creek, California, United States

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  • Timeline

  • About me

    Senior Vice President-Wealth Management, CFP®, CPWA®

  • Education

    • St. Marys College

      -
      BS-Business Administration Finance and Economics

  • Experience

    • Merrill Lynch

      Apr 1996 - Aug 2017
      Senior Vice President-Wealth Management

    • UBS Financial Services Inc.

      Aug 2017 - now
      Senior Vice President-Wealth Management

  • Licenses & Certifications

    • CA Insurance License

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board

    • Certified Private Wealth Advisor-CPWA®

      ICMA

    • UBS Financial Services Inc. Important Notices

      View certificate certificate

    • **Registered States** AZ, CA, CO, FL, GA, LA, MI, NV, OH, OR, SC, TN, TX, VA, WA

      FINRA