Joseph Roop
Angestellt, Financial Advisor, Belmont Capital Advisors Inc.
Belmont, North Carolina, United States, Vereinigte Staaten
Über mich
Experienced financial advisor Joseph Patrick Roop serves as president of Belmont Capital Advisors, Inc., which he established in 2009. Joseph Patrick Roop offers various services through his company, including strategies to help clients prepare for retirement. Belmont Capital Advisors assists clients with plans to minimize their tax liability. Joe Pat Roop earned a bachelor of science in finance from Marshall University in Huntington, West Virginia. He began his career as an intern at Merrill Lynch and then worked as a financial analyst at a number of companies, including MassMutual and Wells Fargo Advisors, before founding Belmont Capital Advisors. While at MassMutual, he passed the exam for a Series 7 financial services license. With approximately three decades in his field, JoePat Roop offers advice these days on his weekly radio show, Retire(meant) for Living, aired on WBT in Charlotte, North Carolina
Werdegang
Berufserfahrung von Joseph Roop
Bis heute 15 Jahre und 6 Monate, seit Jan. 2009
Financial Advisor
Belmont Capital Advisors Inc.
2 Jahre und 1 Monat, Jan. 2007 - Jan. 2009
Financial Advisor
Wells Fargo Advisory
3 Jahre und 1 Monat, Jan. 2004 - Jan. 2007
Financial Advisor
BanK of America now Merrill Lynch
4 Jahre und 1 Monat, Jan. 2000 - Jan. 2004
Financial Advisor
LeggMason
2 Jahre und 1 Monat, Jan. 1998 - Jan. 2000
Financial Advisor
MassMutual
2 Jahre und 1 Monat, Jan. 1996 - Jan. 1998
Registered Representative
Prudential
4 Jahre und 1 Monat, Juni 1992 - Juni 1996
Intern
Merrill Lynch
Ausbildung von Joseph Roop
5 Jahre, Aug. 1991 - Juli 1996
Bachelor of science
Marshall University