Joseph Spinelli CLU

Assistant General Agent at Knights of Columbus Insurance
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Contact Information
us****@****om
(386) 825-5501
Location
Tallahassee, Florida, United States, US

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Experience

    • United States
    • Insurance
    • 700 & Above Employee
    • Assistant General Agent
      • Feb 2009 - Present

      Tallahassee, Florida Area As a Field Agent with Knights of Columbus, my mission is to ensure every member has the financial protection they deserve. I help brother Knights and their families prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs.

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Advisor Representative
      • May 2021 - Present

      I provide ongoing investment advisory services to retail investors pursuant to asset allocation “strategies” based on our asset allocation methodology

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