Joseph Koury
Managing Partner & Private Wealth Manager at Stonebridge Wealth Management- Claim this Profile
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Bio
Credentials
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Series 66 Uniform Combined State Securities Law
FINRADec, 2011- Oct, 2024 -
Series 7 General Securities
FINRAOct, 2011- Oct, 2024
Experience
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Stonebridge Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner & Private Wealth Manager
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Jul 2023 - Present
Wealth Management Services; Investment advice and financial planning services offered through Great Valley Advisor Group, an SEC Registered Investment Advisor. All securities offered through LPL Financial - Member FINRA/SIPC. For hyperlinks to the FINRA and SIPC websites, please refer to the website section. Investment Advice and Financial Planning offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Stonebridge Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with Great Valley Advisor Group and Stonebridge Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their completeness. Show less
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Prestige Wealth Partners
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Australia
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Financial Services
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1 - 100 Employee
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Managing Partner & Private Wealth Manager
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Apr 2018 - Jun 2023
Wealth Management Services; Investment advice and financial planning services offered through Great Valley Advisor Group, an SEC Registered Investment Advisor. All securities offered through LPL Financial - Member FINRA/SIPC. For hyperlinks to the FINRA and SIPC websites, please refer to the website section. Investment Advice and Financial Planning offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Prestige Wealth Partners are separate entities from LPL Financial. The LPL Financial registered representatives associated with Great Valley Advisor Group and Prestige Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their completeness. Show less
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Managing Partner, Wealth Manager
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Nov 2015 - Apr 2018
Comprehensive Wealth Management Services; Investment advice and financial planning services offered through Collaborative Wealth™, an SEC Registered Investment Advisor Securities offered through LPL Financial, member FINRA/SPIC. For hyperlinks to the FINRA and SIPC websites, please refer to the website section. Investment Advice and Financial Planning offered through Collaborative Wealth™, a Registered Investment Advisor. Collaborative Wealth™ is a separate entity from LPL Financial. The LPL financial professionals associated with Collaborative Wealth™ may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their completeness. Show less
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Education
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1995 - 1998
Bentley University
Bachelor of Science (B.S.), Business Management
Community
