Joseph Charles Baer is listed as Chief Operating Officer at Successful Portfolios LLC in Clearwater, FL. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Successful Portfolios LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joseph Charles Baer work?
Joseph Charles Baer is listed as Chief Operating Officer at Successful Portfolios LLC on SEC Form ADV.
How much of Successful Portfolios LLC does Joseph Charles Baer own?
Form ADV reports a beneficial ownership band of 5-10%.