personimage

Joel M. Sousa

Primerica Advisors

Financial Planner in Santa Clara, CA

Address:
3350 Scott Blvd, Ste 1201
Santa Clara, CA 95054
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Joel M. Sousa

Joel Sousa is a financial professional at Primerica Advisors located in Santa Clara, California. Joel Sousa holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Joel Sousa provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Joel Sousa
3350 Scott Blvd, Ste 1201
Santa Clara, CA 95054

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for Joel M. Sousa

Looking for a financial advisor located near Santa Clara, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.