Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseline? Claim Your ProfileJoseline Clua is a financial professional with over 16 years of experience in the industry. Joseline is a Registered Representative, a General Securities Principal and a Registered Investment Advisor, holding the Series 7, 24, 79, and 99 licenses. Joseline is currently registered with Osaic Wealth, Inc., and previously worked for Securities America, Inc. and Investcorp, Inc. Joseline is a dedicated professional who specializes in Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors. Joseline's experience and expertise allow her to provide comprehensive financial services for individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
10/27/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
07/17/2020 - 10/19/2020
SECURITIES AMERICA, INC. (MIAMI FL)
FL
08/29/2007 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
BC
Issued 11/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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