Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Fermano has been in the financial services industry since 1982. Joseph is currently registered with Osaic Wealth, Inc. and has held previous registrations with Securities America, Inc., Securities Service Network, LLC, Sorrento Pacific Financial, LLC, LPL Financial LLC, IFMG Securities, Inc., Invest Financial Corporation, Liberty Securities Corporation, First Union Brokerage Services, Inc., First Colonial Securities Group, Inc., Janney Montgomery Scott Inc., A. G. Edwards & Sons, Inc., Paine Webber Incorporated, Shearson Lehman Brothers Inc., and Butcher & Singer Inc. Joseph has experience with providing financial planning, pension consulting, and educational seminars.
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
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (Haddon Heights NJ)
NJ
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Haddon Heights NJ)
NJ
01/09/2015 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Haddon Heights NJ)
CA
01/02/2014 - 01/09/2015
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
NJ
03/04/2008 - 12/31/2013
LPL FINANCIAL LLC (TOMS RIVER NJ)
NJ
07/27/2000 - 03/04/2008
IFMG SECURITIES, INC. (TOMS RIVER NJ)
WI
09/10/1998 - 07/24/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
07/17/2000 - 07/19/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NC
05/01/1998 - 05/21/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
06/16/1997 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
FL
01/24/1997 - 06/19/1997
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
PA
10/05/1990 - 01/30/1997
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
MO
02/09/1989 - 10/09/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
03/18/1987 - 03/04/1989
PAINEWEBBER INCORPORATED
NA
05/07/1986 - 03/03/1987
SHEARSON LEHMAN BROTHERS INC.
NA
03/22/1983 - 04/21/1986
BUTCHER & SINGER INC.
NA
07/22/1982 - 03/07/1983
FIRST JERSEY SECURITIES, INC.
BC
Issued 4/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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