Joseph Camargo

Joseph Camargo Work

Founder and Portfolio Manager

@ Phoenix Financial

P

Partner

@ Platinum Wealth Venture

Financial Advisor

@ Wells Fargo Advisors

Joseph Camargo Education

2014 - 2016 Boston University
2013 - 2014 College for Financial Planning
2012 - 2013 Accredited Asset Management Specialist in AAMS Designation recipient

College for Financial Planning
1993 - 1996 UMass Boston

Joseph Camargo Skills

Asset Management SpecialistInvestmentsStrategySecuritiesManagementAsset AllocationValuationFinancial RiskSeries 7Series 63Mutual FundsEquitiesSeries 24Account ManagementBloombergForecastingRisk ManagementNew Business DevelopmentAlternative InvestmentsFixed IncomeHedge FundsFinancial ServicesBrokerageOptionsFINRACapital MarketsInvestment AdvisoryETFsBusiness Development

Joseph Camargo Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Joseph Camargo currently works at Phoenix Financial as Joseph Camargo - Founder and Portfolio Manager at Phoenix Financial.

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