Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Andrew Coluccelli is a financial advisor with over 40 years of experience in the industry. Joseph has a long history of working with clients in a variety of roles, most recently as a Registered Representative at NFP Advisor Services, LLC. Joseph currently works at Osaic Wealth, Inc., which offers a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Joseph is committed to helping clients achieve their financial goals.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
12/11/2003 - 07/22/2015
NFP ADVISOR SERVICES, LLC (FAIRPORT NY)
MA
08/13/1988 - 12/16/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
10/06/1981 - 04/27/1988
SMA EQUITIES, INC. (WORCESTER MA)
BC
Issued 10/26/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Coluccelli is the right advisor for you? Invested Better is here to help.
