Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A. Thomas is an investment advisor representative with Osaic Wealth, Inc.. Joseph has been in the securities industry since August 8, 2002. Joseph has passed the Series 7, Series 66, and SIE exams. Joseph has been registered with Securities America, Inc. and SA Stone Wealth Management Inc. in the past. Joseph is currently registered in Florida, Ohio, Pennsylvania (both Broker-Dealer and Investment Advisor), South Carolina, and Texas. Joseph is also a board member of the Lawrence County Builders Association and the People in Need. Joseph has a long history of providing financial advice and working in the financial services industry.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (YOUNGSTOWN OH)
PA
07/21/2020 - 06/14/2024
SECURITIES AMERICA, INC. (NEW CASTLE PA)
PA
09/12/2014 - 07/22/2020
SA STONE WEALTH MANAGEMENT INC. (NEW CASTLE PA)
PA
08/09/2002 - 09/12/2014
WRP INVESTMENTS, INC. (NEW CASTLE PA)
BOTH
Issued 08/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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