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Sophia Joseph, Cltc profile image

Sophia Joseph, Cltc

Managing Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Unconventional Wisdom LLC</span>
Intro Book
Seasoned professional with expertise in leadership, sales, and financial analysis.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Leadership
  • Sales
  • Real Estate
  • Retirement
  • Disability Insurance
  • Show all
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Bio

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Sophia Joseph is a seasoned professional with expertise in leadership, sales, real estate, and financial analysis. She has over 10 years of experience in the industry, having worked as a Managing Owner at Unconventional Wisdom LLC, Owner at Fia's Finds, Business Owner at Capriotti's Sandwich Shop, Co-Owner at Finders Keepers, and Financial Advisor at Principal Financial Group. Sophia holds a Bachelor of Arts in Creative Writing and English from the University of Iowa and has obtained various certifications, including CLTC, Leadership of Five Seasons, Certified in Long Term Care, Life and Health Insurance License, Series 66, and Series 7.

Credentials

  • Leadership of Five Seasons
    Cedar Rapids Economic Alliance
    Aug, 2013
    - May, 2026
  • Certified in Long Term Care
    The CLTC Board of Standards, Inc
    Nov, 2012
    - May, 2026
  • Life and Health Insurance License
    State of Iowa
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Unconventional Wisdom LLC
    • Cedar Rapids, Iowa
    • Managing Owner
      • Sep 2013 - Present
      • Cedar Rapids, Iowa

      Registered Representative Securities are offered through Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Unconventional Wisdom LLC are not affiliated.

  • Fia's Finds
    • 3117 1st Ave SE Cedar Rapids IA 52403
    • Owner
      • Nov 2023 - Present
      • 3117 1st Ave SE Cedar Rapids IA 52403

      Coming soon! Consignment store with high quality, modern, unique, and funky finds in a clean and organized environment.

  • Capriotti's Sandwich Shop
    • Cedar Rapids, Iowa, United States
    • Business Owner
      • Mar 2022 - Present
      • Cedar Rapids, Iowa, United States
  • Finders Keepers
    • Marsh Harbour, Central Abaco, The Bahamas
    • Co-Owner
      • Feb 2016 - Nov 2023
      • Marsh Harbour, Central Abaco, The Bahamas

      Specializing in High Quality Used Items, particularly furniture and business equipment.

  • Principal Financial Group
    • Cedar Rapids, Iowa Area
    • Financial Advisor, Principal Securities Registered Representative
      • Dec 2019 - Jan 2023
      • Cedar Rapids, Iowa Area

      Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products offered through Principal Securities, Inc., 800/247-1737,member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of...

  • Northwestern Mutual
    • Hiawatha, IA
    • Financial Representative
      • Mar 2012 - Sep 2013
      • Hiawatha, IA

Education

  • 2016 - 2022
    University of Iowa
  • 2005 - 2015
    Kirkwood Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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