Joe Kersey, AAMS®, CRPC®

Membership Ambassador at University Club of Virginia Tech
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Roanoke, Virginia, United States, US

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation
    College for Financial Planning
    Aug, 2021
    - Sep, 2024
  • Accredited Asset Management Specialist℠ or AAMS® Professional Designation
    College for Financial Planning
    Nov, 2020
    - Sep, 2024

Experience

  • University Club of Virginia Tech
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Membership Ambassador
      • May 2022 - Present
  • LPL Financial
    • Financial Services
    • LPL Financial Advisor/Founder, Private Executive Wealth Management
      • Dec 2020 - Present

      Securities and advisory services offered through LPL Financial, a registered investment advisor., Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. 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 accuracy or completeness. The financial professionals associated with LPL Financial 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. Show less

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • 2017 - Dec 2020
  • INFINIDAT
    • United States
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Mainframe Sales Leader
      • Oct 2016 - Aug 2017
  • IBM
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Manager, z Software Sales: Communications, Integrators, Media, Entertainment, Energy and Utilities
      • Jul 2014 - Oct 2016
  • Mainline Information Systems
    • United States
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Brand and Global Account Manager
      • Jun 2003 - Jul 2014
    • Certified Enterprise Storage Representative
      • Oct 1996 - Jun 2003
  • WAGE 1200 AM
    • Radio Personality
      • Jan 1999 - Sep 2001

      Hosted a weekend radio show, produced local programs, commercial spots and voice-over work, and engineering support for GW Basketball and MRN/NASCAR. Hosted a weekend radio show, produced local programs, commercial spots and voice-over work, and engineering support for GW Basketball and MRN/NASCAR.

  • StorageTek/Amdahl/Legent
    • Account Executive
      • 1985 - 1996

Education

  • University of Central Arkansas
    Bachelor's Degree, Mathematics and Computer Science
    1976 - 1979
  • The University of Texas at Dallas
    1982 - 1983
  • Franciscan University of Steubenville
    2005 -

Community

You need to have a working account to view this content. Click here to join now